Paul F. Staib
STAIB FINANCIAL PLANNING
Highlands Ranch, CO
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CRD#: 4524109
Professional summary
Paul F Staib, CFP® is a registered financial advisor currently at STAIB FINANCIAL PLANNING, LLC located in Highlands Ranch, Colorado.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Paul has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
AUM
Fixed Fee (Subscription
Retainer
etc.)
Hourly
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
Staib Financial Planning, LLC is an independent, fee-only, financial planning firm. We are dedicated to providing competent, unbiased, personal financial and investment management advice for an affordable price. Our comprehensive financial planning, retirement planning, and investment management services are easily customizable to meet each of our client's specific needs. Our service offerings may include all or a portion of the following: Retirement Planning, Education Planning, Investment Planning and Management, Tax Planning, Estate Planning, Cash Flow Management, and other specific areas of a client's financial concern. For purposes of better understanding your unique needs, Staib Financial Planning, LLC offers an initial no-obligation, introductory meeting. Please visit www.staibfinancialplanning.com for additional information.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Income Management
Social Security Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Paul F Staib's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
July 22, 2003 - Present
STAIB FINANCIAL PLANNING, LLC
RIA
CRD#: 125706
Highlands Ranch, CO
Past
July 22, 2003 - December 31, 2005
STAIB FINANCIAL PLANNING, LLC
RIA
CRD#: 125706
HIGHLANDS RANCH, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STAIB FINANCIAL PLANNING, LLC
STAIB FINANCIAL PLANNING | STAIB, PAUL, F | STAIB FINANCIAL PLANNING, LLC
CRD#: 125706 / SEC#: 801-135285
RIA
Registered Investment Advisory firm - (2/5/2026 Approved)Colorado
Registered Investment Advisory firm - (2/7/2026 Terminated)Texas
Registered Investment Advisory firm - (2/6/2026 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(7/22/2003)
IAR
Texas(1/19/2024)
Current Firm
STAIB FINANCIAL PLANNING, LLC
STAIB FINANCIAL PLANNING | STAIB, PAUL, F | STAIB FINANCIAL PLANNING, LLC
CRD#: 125706 / SEC#: 801-135285
RIA
Registered Investment Advisory firm - (2/5/2026 Approved)Colorado
Registered Investment Advisory firm - (2/7/2026 Terminated)Texas
Registered Investment Advisory firm - (2/6/2026 Terminated)PREMIUM
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Contact information
Main Address
Highlands Ranch, CO
Mailing Address
Phone number
(303) 887-9633
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 275 |
| AUM (Assets Under Management) | $ 118,021,052 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
