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Paul Fenner, CFP®, EA, ChFC®, CRPS®

Serving parents who have twins, triplets, or multiple kids.

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TAMMA Capital Paul Fenner, CFP®, EA, ChFC®, CRPS®
Commerce Charter Township, MI

Serving Clients Nationwide

Serving parents who have twins, triplets, or multiple kids.

(248) 290-9890

Website

Areas of Focus

  • Employee Benefits
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Paul Fenner. I have a set of 13-year-old triplets, a 11-year-old, and a spouse who has a demanding full-time career. Time is something you feel like you don’t have, yet it is also the thing that haunts you if you don’t feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life too.

That’s why, when my triplets were born, I founded TAMMA. I saw firsthand how my own family struggled with financial anxiety, and the challenges and pressures it caused. This is one of the reasons why I chose to become an investment advisor and build my firm to help bring peace of mind to others.

Now I offer you that same path to financial health so you can achieve peace and security. Many busy families just like yours are experiencing relief and confidence from having a financial advisor in their corner, and you can too.

➕ GET TO KNOW PAUL FENNER

Paul Fenner has 22+ years of wealth planning, portfolio management and tax preparation/planning experience; and equal years in business accounting, finance, and operations. He received his BA from Adrian College, and his MBA from the University of Findlay.

Giving back to our community is important to TAMMA. Paul is a board member of Camp Casey (a non-profit organization that provides horseback riding programs to children with cancer and rare blood disorders), a board member of the Adrian College Alumni Board, as well as volunteering with the Commerce Elementary School PTA.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Chartered Retirement Plans Specialist (CRPS)
  • Enrolled Agent (EA)

Affiliations

  • Financial Planning Association
  • National Association of Tax Professionals (NATP)

Primary Location

6054 Strawberry Cir, Commerce Charter Twp, MI 48382

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. This meeting is all about you. We take the time to listen, understand, and gain perspective on your financial and lifestyle challenges and needs. After carefully listening to you, we will explain the work that we do within our Family Office, which includes wealth planning, portfolio management, and tax services. From there, we discuss the TAMMA journey that our client families experience, all within a relaxed environment focused on how we can help you.

Offers Investment Management

Yes

About our Firm

We provide stress-free, personalized financial solutions and lifestyle planning for busy parents.

Every busy family deserves financial freedom and security.

It doesn’t feel good to wonder, “What if we don't have enough or we won't be able to get what we want?" From a full work schedule to the hustle and bustle of raising children, there’s no wonder why it’s hard for families to gain control of their financial future. Some days, you are just lucky if dinner hits the table on time. From possibly overspending, not having enough in savings, or just feeling overwhelmed by the options for investing, the pressure to figure it all out on your own is just too much.

Taking the first step forward can feel daunting and sometimes just overwhelming. It’s just been easier to push off financial planning until another day, but deep down, you know you can’t keep doing that anymore.

You want to feel confident and have the peace of mind that comes from having a solid financial foundation for your life and your family.

We can help.

✔️ Gain Customized Family Support: Get access to expert wealth planning, portfolio management, and tax preparation under one umbrella while reducing the multiple financial and lifestyle pressures facing your family.

✔️ Be Supported and Guided: Be financially prepared for any life transition. We are financial advisors in Commerce Township, MI, but offer financial services to clients across the country.

✔️ Gain Financial Freedom and Confidence: Obtain insight and strategies to help you avoid emotionally driven decisions during critical life transitions, ensuring you are never alone.

✔️ Ease Your Financial Stress: Get access to expert wealth planning, portfolio management, and tax preparation under one umbrella while reducing the multiple financial and lifestyle pressures facing your family.

Education

BA from Adrian College | MBA from the University of Findlay

Hobbies and Interests

  • Family
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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