OWNER

meet
paul breen, CPA/pfs

Paul is an owner and managing principal of WealthStone and its tax consulting and compliance services. He brings his extensive industry knowledge to bear when developing comprehensive financial advisory solutions.

Paul Breen, CPA/PFS

Owner

Paul is an owner and managing principal of WealthStone and its tax consulting and compliance services. He brings his extensive industry knowledge to bear when developing comprehensive financial advisory, wealth management, and consulting services to successful professionals, executives, and business owners.

Paul has over 45 years of experience as a tax professional and formerly served as tax manager with the national accounting firm of KPMG and over 35 years as a financial planner. A graduate of the University of Notre Dame, he is a member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Paul serves a variety of church and civic organizations including the Central Ohio advisory board of the Fellowship of Christian Athletes. He plays a mean game of tennis and resides in Worthington with his wife and they have three grown children and four grandchildren.

Fun Fact: Paul’s most productive workday is Saturday.

connect with paul

If you want to get in touch with me, just drop a note into the form below and it will come right to me.

– Paul Breen