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Paul C. Deagle, CPA, PFS, CFP®, AIF®, IAR

Position, Professional Experience & Background:

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Certified Financial Planner (CFP®)
  • Accredited Investment Fiduciary (AIF®)
  • Licensed Investment Advisor Representative (IAR)
  • CFA Exam Level II Candidate


  • Rochester Institute of Technology- Bachelor of Fine Arts
  • St. John Fisher- Accounting Certificate

Professional Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Financial Planning Association (FPA)

Community Affiliations:

  • Current Treasurer of the Livingston County Historical Society

Personal Information:

Paul lives in Geneseo, NY, with his wife Karyn and their son Weston. During his free time, he enjoys spending time with his family, exercising, and studying new topics. He is particularly interested in personal development, finance, economics and the arts.