Paul Strebel has been an investment adviser representative at New Horizon Financial Strategies since April 2021, and is not listed among the firm’s executive officers or direct owners. Paul Strebel holds a Bachelor of Business Administration in Accounting from Adelphi University.
New Horizon Financial Strategies, LLC is an Ithaca, NY firm with $217M under management, 261 clients and 6 advisers in one office, as of its March 2026 filing.
Paul Strebel is Business Development Coach of New Horizon Financial Strategies, LLC, based in Ithaca, New York. He has been practicing as a financial advisor since 1984, and his background covers accounting, financial services and insurance. He also served as tax manager for an international corporation and lectures at Cornell University, where he teaches Financial Planning and Wealth Management, Financial Accounting Principles, and Personal Financial Management.
- – present · 5 yearsIthaca, NY · Adviser representative · Firm CRD 125729
Professional designations
Listed by New Horizon Financial Strategies
- Certified Public Accountant, CPA
- Certified Financial Planner, CFP
- Registered Financial Consultant, RFC
Investment adviser representative registrations
Paul Strebel is registered as an investment adviser representative in New York, since April 2021.
- New YorkSince 14 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 23 May 1985 |
| Series 7 | General Securities Representative Examination | 19 January 1985 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Alexander Strebel
- CRD
- 1331833
- Firm
- New Horizon Financial Strategies · CRD 125729
- Office
- 944 DRYDEN ROAD, Ithaca, NY 14850
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strebelcpa.com
Where does Paul Strebel work?
Paul Strebel is an investment adviser representative registered through New Horizon Financial Strategies, LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Paul Strebel a financial advisor?
Yes. Paul Strebel has a current investment-adviser registration in New York, through New Horizon Financial Strategies since April 2021.
How many years of experience does Paul Strebel have?
Paul Strebel has 5 years in the financial industry, since April 2021, across 1 adviser firm.
What exams has Paul Strebel passed?
Paul Strebel has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in January 1985.
Where is Paul Strebel based?
Paul Strebel’s registered office is in Ithaca, NY.
Is Paul Strebel registered with FINRA?
No. Paul Strebel has no current broker registration.
Is Paul Strebel a CFP?
New Horizon Financial Strategies lists Paul Strebel with the CFP credential (“Certified Financial Planner, CFP”) on its website. CFP Board confirms certification status.
Source: Paul Strebel, CPA, CFP, Business Development Coach biography, strebelcpa.com
How can I verify Paul Strebel’s record?
Search CRD 1331833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Strebel’s full registration record.
