Paul Kalafut, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Charitable Giving

About Paul

Clients can expect a consultative approach to their financial needs. They can also expect personal attention and prompt answers to financial questions and concerns.

As an Edward Jones financial advisor, I believe it's important to invest my time in understanding your goals. Whether you're preparing for retirement, saving for college for children or grandchildren, getting the down payment for that first house or just trying to protect the financial future of the ones you care for the most, I want to understand what's important to you.

It's also necessary to discuss the level of risk you're comfortable accepting when investing, so we...

Work History

  • Edward JonesSeptember 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Wright State Univ-DaytonMaster of Business Admin
  • Univ of IL-Champaign/UrbanaBachelor of Science

Team Members

  • Cathy Planeta
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

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