Paul D. Ouweneel, CFA, CPA, ABV, CFP

Partner, Valuations

Paul Ouweneel is a partner at Wipfli LLP and managing director at Wipfli Corporate Finance Advisors, LLC. With extensive experience in business strategy, transaction advisory and valuation, Paul provides comprehensive advisory and consulting services to ownership and C-suites. Paul specializes in guiding clients through complex financial decisions, offering strategic insights and tailored solutions to enhance shareholder value. Paul holds the prestigious CFA, CPA and CFP designations and is an investment banker licensed with FINRA, holding Series 79 and 63 licenses. Paul works tirelessly to consistently produce outstanding outcomes for his clients’ key stakeholders, including their employees, customers, community members and shareholders.

Certifications

• Chartered Financial Analyst
• Certified Public Accountant
• Accredited in Business Valuation
• Certified Financial Planner Professional
• Series 79 Securities License (Limited Representative – Investment Banker)
• Series 63 Securities License (Uniform Securities Agent)

Professional Memberships and Activities

• CFA Institute - Member
• American Institute of Certified Public Accountants (AICPA) - Member
• Wisconsin Institute of Certified Public Accountants (WICPA) - Member