PROFESSIONAL ACCOMPLISHMENTS
AWARDS
- Fiduciary since 1999.
- Five Star Wealth Manager award winner 2018, 2019, 2020, 2021, 2022, 2023.
- Named “Trusted Financial Advisor” by Minnesota Law & Politics magazine.
- Authored a book that focuses on financial education for high schoolers.
- Featured in the Proactive Advisor Magazine
- Provides periodic articles for Kiplinger Personal Financial Magazine
SPECIALTIES
Comprehensive approach to Financial Planning, that includes:
Fiduciary Financial Advisor.
Investment Management – Personal investment and portfolio management.
Wealth Preservation – Estate Planning and wealth transfer.
Business Continuity – Preservation and transfer of family businesses.
Investment advisory Representative – Series 66 Uniform Securities Agent and Registered Investment Advisor.
General Securities Representative – Series 7 and 66 securities license.
Insurance producer – Life, annuity, and long-term care insurances.
- Paul is a practicing Financial Planner and understands the value of providing basic financial education to the work place. His practice provides a broad range of services that exceed client expectations.
- Paul is a CFEd® Certified Financial Educator, having completed the course of study and certification process governed by the Heartland Institute of Financial Education. He holds a BS in Mechanical Engineering from the University of Minnesota.
- As a member of the Financial Services Institute, Paul is a part of the largest organization of professionals who are dedicated to championing the financial planning process. He has taught a range of financial courses for Kaplan Professional Schools and many worksite financial education workshops.
- Licenses:
- Investment advisory Representative – Series 66 Uniform Securities Agent and Registered Investment Advisor.
- General Securities Representative – Series 7 securities.
- Insurance producer – Life, annuity, and long-term care insurances.