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, Series 66 and Life and Health Insurance Licenses.
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
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.
Interested in learning more about John? Contact him at the number listed above.
John is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1608003/DOFU 10-2016
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.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Philadelphia2001 Market Street
Philadelphia, PA 19103
Salt Lake City175 S Main Street
Salt Lake City, UT 84111