John Paulus

Financial Advisor

About

John Paulus is a Financial Advisor based in Philadelphia, PA, and Salt Lake City, UT.

Working with physicians and their families, John understands his clients’ busy schedules often do not allow for extra time spent learning the concepts of financial guidance. As an advisor, John works with his team to develop customized solutions help his clients work towards financial independence, allowing them to focus on their careers and families.

John became an advisor after watching his brother Michael, whom he now partners with, succeed in a career where both personal and client successes are aligned. As a team, John and Michael value honesty, transparency, and independence in their practice. They hold seminars in both the Philadelphia and Salt Lake City areas and work closely with trainees at the University of Utah. John holds his Series 7 and Series 66 registrations and Life and Health Insurance Licenses.

Originally from Maple Grove, MN, John graduated from St. Cloud State University with a B.S. in Entrepreneurship. Out of the office, John enjoys participating in Stop Alzheimer’s Now walks, kayaking, hiking, boating, and playing electric guitar.

Services

John’s areas of specialty include but are not limited to:

  • Asset Protection Strategies*
  • Comprehensive Fee-Based Financial Planning
  • Debt Management
  • Education Funding Options
  • Income Protection Strategies
  • Medical Professionals

Team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Contact

    Philadelphia

    2001 Market Street
    Suite 2500
    Philadelphia, PA 19103

    Directions

    Salt Lake City

    175 S Main Street
    5th Floor
    Salt Lake City, UT 84111

    Directions

    John is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2782529/DOFU 11-2019