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Paul Strebel, CPA, CFP
Partner at The Strebel Planning Group
Paul Strebel is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), currently serving as a Partner at The Strebel Planning Group, located in Ithaca, New York. He is recognized for his comprehensive approach to financial services, emphasizing the importance of understanding clients' individual needs and goals rather than merely focusing on their financial assets.12
Professional Background
- Position: Partner at The Strebel Planning Group
- Specializations:
- Financial planning
- Tax preparation
- Investment management
- Long-term care insurance
- Retirement planning
The firm adopts a "whole person" approach to financial management, which prioritizes proactive strategies tailored to each client's unique situation.23
Additional Roles
In addition to his role at The Strebel Planning Group, Paul Strebel is also noted for his work as a business development coach, where he assists entrepreneurs and business owners in enhancing their operations and achieving personal and professional growth.5
Contact Information
- Email: paul@strebelcpa.com
- Phone: (607) 275-1275 ext. 17
Through his diverse expertise in accounting and financial planning, Paul Strebel aims to build deeper client relationships by limiting the number of clients he works with, ensuring personalized service and attention.24
