Paul A. Strebel, CPA, CFP
I am 45 years of age. My wife, Leslie, and I have been married for 21 years. We
have a 16 year-old daughter named Debra and an 12 year-old son named Lee
PROFESSIONAL DESIGNATIONS:
Certified Public Accountant
Certified Financial Planner
Certified E-Myth Consultant
Registered Financial Consultant
EXPERIENCE:
I have been practicing as a financial advisor since 1984. My extensive background includes experience working for
a “big eight” accounting firm, two large brokerage firms, two large insurance companies, as well as tax manager for
a large international corporation.
Today, my extensive tax, accounting and financial background enables me to provide comprehensive wealth
building strategies for both my individual and business clients. These strategies include creating and growing
wealth, and protecting and preserving wealth.
I am also a trained financial and business development coach helping my clients to realize goals that include
financial priorities, yet go well beyond those priorities to non-financial goals and objectives.
EDUCATION:
Adelphi University, School of Business Administration, New York
Bachelor of Business Administration in Accounting, May 1986
Honors: Graduated Magna Cum Laude
Vice President, Accounting Honor Society
National Honor Society in Business Administration
Adelphi University, Institute of Financial Planning, New York
Certified Financial Planner, December 1985
E-Myth Worldwide, E-Myth Consultant Certification Program, California
Certified E-Myth Consultant, May 1999
MEMBERSHIPS:
American Institute of Certified Public Accountants
National Association of Accountants
Financial Planning Association
The International Association of Registered Financial Consultants
Leslie A. Strebel, CLTC
I am 45 years of age. My husband, Paul, and I have been married for 21 years. We have a 16 year-old daughter
named Debra and an 12 year-old son named Lee
PROFESSIONAL DESIGNATIONS:
Certified Long-Term Care Consultant
Certified E-Myth Consultant
EXPERIENCE:
I have been practicing as a financial advisor since 1984. My background includes working for a prominent financial
services company in a District Manager position. My duties included the management and training of representatives
in the areas of business and personal finance. In company training programs, I taught a broad range of subjects
including estate planning strategies, buy-sell arrangements and charitable giving techniques.
Today, I create comprehensive financial plans for individual clients and couples, who wish to implement strategies
for reaching goals in the areas of retirement, education, estate tax, income tax, risk management and investments.
I also work extensively with business owners to create high quality and affordable employee benefits programs.
I am also a trained financial and business development coach helping my clients to realize goals that include
financial priorities, yet go well beyond those priorities to non-financial goals and objectives.
I am currently President of the Board of Directors for the Alternatives Federal Credit Union, a world-renowned
organization supporting community development via education and financial literacy.
EDUCATION:
State University College at Stonybrook - New York
Bachelor of Arts, May 1980
State University of New York at Delhi – New York
Associate in Applied Science, May 1978
E-Myth Worldwide, E-Myth Consultant Certification Program, California
Certified E-Myth Consultant, January 2001
Corporation for Long-Term Care - Massachusetts
Certified Long-Term Care Consultant, November 2001
MEMBERSHIPS:
Financial Planning Association
National Association of Insurance and Financial Advisors
New York State Association of Insurance and Financial Advisors
Ithaca Life Underwriters Association – Past President