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Paul K
CFP®, Series 63
Canfield, OH
Capital A Wealth Management
Paul Kiefer is a CFP®-certified financial advisor with over 53 years of industry experience, currently serving at Capital A Wealth Management. His career includes roles at Madison Avenue Securities, Sa Stone Investment Advisors, and Wrp Investments, Inc. He has maintained his own financial advisory practice under Kiefer Financial Services since 2014. Capital A Wealth Management provides discretionary investment management and financial planning to a diverse client base, including individuals, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven approach emphasizing tactical asset allocation and sector rotation, utilizing bespoke and model portfolios supported by third-party managers and integrated advisory services.
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