Paul Staib has been Principal & Chief Compliance Officer of Staib Financial Planning since June 2003, is a control person of the firm and directly owns 75% or more of it. Paul Staib holds an MBA in Finance and Entrepreneurship from DePaul University and a BS from the University of Dayton.
Staib Financial Planning, LLC is a firm with $118M under management, 53 clients and 1 adviser in one office, as of its January 2026 filing.
Paul Staib is Principal of Staib Financial Planning, LLC, which he founded in 2003. He is a NAPFA-Registered Financial Advisor and a member of The Financial Planning Association.
- – present · 23 yearsHighlands Ranch, CO · Adviser representative · Firm CRD 125706
Professional designations
Listed by Staib Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Paul Staib is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2003; the most recent is Texas, in January 2024.
- ColoradoSince 22 July 2003
- TexasResidentSince 19 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 June 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paul F Staib
- CRD
- 4524109
- Firm
- Staib Financial Planning · CRD 125706
- Role
- Principal & Chief Compliance Officer
- Office
- Highlands Ranch, CO
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- staibfinancialplanning.com
Where does Paul Staib work?
Paul Staib has been Principal & Chief Compliance Officer of Staib Financial Planning, LLC since June 2003, and is a control person of the firm.
Is Paul Staib a financial advisor?
Yes. Paul Staib has a current investment-adviser registration in Colorado and Texas, through Staib Financial Planning since July 2003.
How many years of experience does Paul Staib have?
Paul Staib has 23 years in the financial industry, since July 2003, across 1 adviser firm.
What exams has Paul Staib passed?
Paul Staib passed the Series 65 in June 2003.
Where is Paul Staib based?
Paul Staib’s registered office is in Highlands Ranch, CO.
Is Paul Staib registered with FINRA?
No. Paul Staib has no current broker registration.
Is Paul Staib a CFP?
Staib Financial Planning lists Paul Staib with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Paul Staib, CFP®, MBA, RICP® biography, staibfinancialplanning.com
How can I verify Paul Staib’s record?
Search CRD 4524109 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Staib’s full registration record.