Paul C. Bennett, CFP®, ChFC®VICE PRESIDENT, CO-HEAD OF GREAT FALLS
A native Washingtonian, Paul Bennett has 30 years of wealth management experience. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC®) and Managing Director of the United Capital office in Great Falls. He holds a postdoctoral MS in Applied Analytics from Columbia University and a PhD in Economics from SMC University. Paul also holds a MS in Finance from Indiana University Kelley School of Business and a BA from the University of Florida.
Paul specializes in providing financial life management advice to Professionals (executives, physicians and attorneys) and Entrepreneurs. He maintains this narrow and deep focus of expertise in order to be intimately aware of the issues, nuances, challenges and opportunities faced by Professionals and Entrepreneurs.
Paul is a published author of books and articles on investments, personal finance and economics. His latest book is entitled The Money Navigator: The Essential Guide to Living Your Ideal Financial Life. He has been recognized by Washingtonian magazine and Northern Virginia magazine as a Top Financial Advisor. He also has served as a subject matter expert for the Certified Financial Planner Board of Standards, contributing to the development of examination questions for the CFP® Certification Examination.
An elected member of the Washington, D.C. Estate Planning Council and a member of the Board of Directors of the Rotary Foundation of Great Falls, Virginia, Paul was also previously on the Board of Trustees for Capital Hospice as well as the Finance and Planned Giving Advisory Committees.
In his free time, Paul enjoys playing tennis, traveling and spending time with his family, reading nonfiction and playing an occasional round of golf.