Paul A. Gydosh Jr.

Paul A. Gydosh Jr.

Kensington Wealth Partners, Ltd.

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $250,000

Minimum client income required: $100,000

Title: Managing Director

Offering advice since: 1988

Areas of focus:

  • Annuities
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Paul A. Gydosh Jr.:

As the Managing Director of Kensington Wealth Partners, Ltd., Paul provides counseling and implementation strategies for wealth preservation and transfer. His clients include successful individuals, professional, business owners and executives of private and public enterprises.

He helps accomplish his clients' objectives through financial, estate and investment planning as well as tax reduction and charitable giving strategies.

Paul has been listed in WORTH Magazine as one of the top 250 financial advisors in America in multiple years. Business First of Columbus has listed him among its Top Financial Planners in 2002, 2003, 2004, 2005, 2006 and 2007. Columbus CEO Magazine recently named Paul a Superstar for the Year 2007, in the Finance and Accounting category.

Paul maintains the professional and educational requirements for the certification as CERTIFIED FINANCIAL PLANNER(TM) (CFP(R)). He also maintains securities registrations and insurance licensing in many states. Paul is among the charter group of NFLPA Registered Player Financial Advisors providing financial counseling to their members, affiliated with the National Football League.

He is a co-author of the book, "Giving: Philanthropy for Everyone." He has written numerous published articles on advanced estate planning and is a frequent lecturer, nationally, on the subject of finance, investing, and charitable giving. Paul has made numerous media appearances on television, radio and in print including, Fortune Magazine, Kiplingers, and others. He regularly addresses industry, university and client organizations on topics of current interest.

Paul received a Masters in Business Administration from the Fuqua School of Business at Duke University in Durham, North Carolina. He also received a Bachelors Degree in Electrical Engineering from Ohio University in Athens, Ohio.

Within Lincoln Financial Advisors, he is a perennial Chairman's Council qualifier, active in several national advisory councils, and chairs the practice development committee as a board member of The Resource Group of Lincoln Financial Advisors.

Paul's civic and community involvement, past or present, includes: Adjunct Professor of Finance at Franklin University, Chairman of the Mayor's Advisory Council on Voluntary Services (Columbus), Board Member of the Caring Program for Children, President of the Duke Club of Columbus, and a Kilbourne Society Member at the Children's Hospital Foundation; as well as Dublin rotary, Worthington Education Foundation and Upper Arlington Schools Business Advisory Council.

Paul, a licensed pilot, is married with two grown daughters and lives in Dublin, Ohio.

Compensation and Fee Structures:

Fee-Based...with Fixed Planning Fee

Licenses, Certifications & Affiliations:

CFP Certified Financial Planner;
Member Financial Planning Association;
Board Member The Resource Group;
Securities Licensing 6, 7, 64, 65;
Insurance Licensing

Education:

MBA Duke University, Fuqua School of Business, Durham, NC;
BS Electrical Engineering, Ohio University, Russ College of Engineering, Athens, OH

Will provide references upon request?

Yes


Further information about Kensington Wealth Partners, Ltd.:

(Size of firm: 0-9 advisors)

Kensington Wealth and Paul Gydosh provide counseling and implementation strategies for wealth preservation, management, and transfer. Our clients include successful individuals, imminent retirees, senior executives, professionals, and business owners.


Contact Information for Paul A. Gydosh Jr.

Phone: (614) 431-4336
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Fax: (614) 431-4314

Address for Paul A. Gydosh Jr.:
7650 Rivers Edge Drive
Suite 240
Columbus, OH, 43235

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