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Paul D. Staubach, CPA, CFP®

Shareholder; Financial Planner

Paul D. Staubach, CPA, CFP®

Shareholder; Financial Planner

“Having your portfolio producing enough cash flow to live a comfortable lifestyle.”

In his life and career, Paul Staubach doesn’t see a lot of things that he has to do. In his mind, it is all things that he gets to do. Whether it is working directly with clients at diverse stages of their lives, or managing a strong, talented, and complex team of employees as the CEO at Foster & Motley, or even engaging daily with his wife, five children, and one grandchild, Paul remains amazed at what a privilege it is every day to work with and for the people around him.

Running concurrently to this zeal for his work and family, is Paul’s commitment to acting with integrity. It is what ultimately drew him to Foster & Motley in 2000, and since then, he has helped to build the firm’s organization with this principle at the forefront.

Paul’s career before his time at Foster & Motley gave him diverse experiences in many areas of financial planning and investment. After graduating from Miami University in Oxford, Ohio with a Bachelor of Science in Business Administration degree in Accounting, Paul worked as a supervisor for five years in the audit division at Grant Thornton, LLP, where he also earned his CPA designation. Following that, he became senior vice president and chief financial officer for Fidelity Federal Saving Bank. He was an integral part of the bank’s management team. He saw Fidelity grow from an institution with three branches and $170 million in assets to 15 locations and assets exceeding $800 million. As a publicly held entity, Fidelity was listed on the NASDAQ exchange with market capitalization exceeding $90 million.

As CEO and a shareholder, Paul is an integral part of the long-term planning and day-to-day operations of Foster & Motley. But it is still the everyday challenge of working with clients’ unique needs and goals that most excites him, and he loves being there to see the culmination of careful and disciplined planning that comes out of true partnership.

Paul’s life is a seamless blend of work, family, and community, all organized by his commitment to building a meaningful legacy. His most important commitment is to his growing family, which he leads along with his wife Laura. They recharge and all spend time together by getting outside, enjoying the Cincinnati Nature Center, and biking. Paul is also often found on the golf course enjoying one of his longtime passions of improving his game. He supports the community as a member of the Roger Bacon High School Endowment Committee, Archbishop McNicholas High School Finance Committee, and Archbishop McNicholas High School Endowment Committee.

Quick Facts:

  • Graduate of Miami University with a Bachelor of Science in Business Administration degree in Accounting, 1982
  • Attended Miami University on an Evans Scholarship
  • Obtained the Certified Public Accountant (CPA) designation in 1987
  • Earned CERTIFIED FINANCIAL PLANNERTM (CFP®) designation in 2006
  • Served on Fidelity’s Board of Directors from 1994 to 1999
  • Former Assistant Golf Professional at Wyoming Golf Club