Paul Nenni
40+ years as a Certified Public Accountant, Registered Financial Consultant and Tax Planner. Visionary Entrepreneur.
- Role
- Registered Financial Consultant at Nenni Financial Services
- Location
- Middletown, OH, US
- LinkedIn followers
- 500 followers
About Paul Nenni
Paul Nenni, CPA, RFC Owner Paul Nenni, CPA (Certified Public Accountant), RFC…
Experience
Registered Financial Consultant
Apr 1997 — Present
Nenni Financial Services can work with you toward your goal of financial independence through financial planning and professional investment management services. Services include retirement, estate, education, contingency, and investment portfolio management. We develop and manage individually tailored investment portfolios on a fee basis.Securities through Cambridge Investment Research, Inc.(CIR) a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Nenni Financial Services is not a subsidiary or affiliate of CIR. OH Insurance License #589435.Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Nenni Financial Services and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site.
Education
Bishop Fenwick High School
High School, College Prep
1962 — 1966
Thomas More University
None, Psychology, Drama
1966 — 1967
U.S. Naval Air Traffic Control School
FAA Air Controller License, Radar Final Approach Controller
1967 — 1968
Miami University
BS, Accounting
1971 — 1973
Skills
- Bookkeeping
- Tax Preparation
- Accounting
- Financial Planning
- Insurance
- Management
- Mergers
- Cpa
- Income Tax
- Budgeting
- Financial Planners
- Small Business
- Leadership
- Financial Analysis
- Mergers & Acquisitions
- Tax
- Personal Finance
- Quickbooks
- Financial Reporting
- Cash Flow
- Financial Services
- Financial Statements
- Securities
- Estate Planning
- Retirement Planning
- Investments
- Financial Advisory
- 401k
- Payroll
- Auditing
- Trusts
- Retirement
- Strategic Financial Planning
- High Net Worth Individuals
- Corporate Tax
- Budgets
- Finance
- Nonprofits
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