800.352.5837

Michael Paulus
Michael Paulus, CFP®, CLU®, ChFC®
Financial Advisor
Areas of Focus
  • Debt Management
  • Wealth Management
  • Tax Strategies
  • Education Funding
  • Retirement
  • Asset Protection Strategies


Phone: 612.617.6044
Locations:
Philadelphia, PA »
2001 Market Street
Suite 2500
Philadelphia, PA 19103
Salt Lake City, UT »
175 Main St.
5th Floor
Salt Lake City, UT 84111

Fax: 612.256.3044

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Michael Paulus is an Associate Partner and Financial Advisor with North Star Resource Group's Medical Division. His practice focuses on working with physicians, dentists, and their families to help them overcome the financial challenges that are unique to their chosen careers.   

Michael likes to take a holistic approach and focuses on each client’s unique set of goals and values.  Michael has a national practice, and currently works with several hundred clients across the country.  Knowing that many of the most important financial decisions are made before wealth is accumulated, he starts working with physicians and dentists as early as their final year of medical or dental school.

Academically, Michael is a frequent presenter to training programs in Philadelphia and Salt Lake City.  He is the Co-Author to the Physician’s Guide to Financial Independence and focuses most of his new publications to his ongoing column at Physicians Money Digest.

Michael is originally from the Twin Cities and is a graduate of the University of Minnesota with a degree in Finance. After years of traveling to seek out new challenges for his outdoor pursuits, Michael now resides in Salt Lake City where the best skiing and hiking in the country is right in his backyard. When not working, Michael can often be found challenging his friends and family to push their limits with a new route up or down the mountain.

Certifications:

  • CERTIFIED FINANCIAL PLANNER™, CFP®
  • Chartered Financial Consultant (ChFC) 
  • Chartered Life Underwriter (CLU) designation through the American College 
  • Member of the Million Dollar Round Table, The Premier Association of Financial Professionals® 

Michael is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1687959/ DOFU 01-2017

Michael’s Support Team


Name: Rebecca Allen
Title: Practice Coordinator
Email: rebecca.allen@northstarfinancial.com
Phone: 612.617.6044
Fax: 612.256.3044

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


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Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


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Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


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Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Philadelphia

2001 Market Street
Suite 2500
Philadelphia, PA 19103

Salt Lake City

175 Main St.
5th Floor
Salt Lake City, UT 84111

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.