Kevin C. Paulsen, Cfp®, Rpa. (H/H)

Kevin C. Paulsen, Cfp®, Rpa. (H/H) Email and Phone Number

Financial Advisor, Fee-Only @
Kevin C. Paulsen, Cfp®, Rpa. (H/H)'s Location
Las Vegas Metropolitan Area, United States
Kevin C. Paulsen, Cfp®, Rpa. (H/H)'s Contact Details

Kevin C. Paulsen, Cfp®, Rpa. (H/H) work email

Kevin C. Paulsen, Cfp®, Rpa. (H/H) personal email

n/a

Kevin C. Paulsen, Cfp®, Rpa. (H/H) phone numbers

About Kevin C. Paulsen, Cfp®, Rpa. (H/H)

Kevin graduated from Northern Illinois University with a degree in computer science. He has worked for over ten years in the area of executive deferred compensation, as well as consulting on life, disability, and long term care insurances. During that time he developed systems to track investments for deferred compensation plans and dealt directly with corporate human resources, finance officers, and individual plan participants on a variety of plan design, interpretation, funding, and tax implication issues.Kevin is a CERTIFIED FINANCIAL PLANNER(TM) practitioner and a Retirement Plans Associate (through the International Foundation of Employee Benefit Plans and the Wharton School of Business). Kevin served on the Financial Planning Association - North Shore Council board in 2011 as co-director of programs. He also served as a USW officer in the early '90s.

Kevin C. Paulsen, Cfp®, Rpa. (H/H)'s Current Company Details
.

.

Financial Advisor, Fee-Only
Kevin C. Paulsen, Cfp®, Rpa. (H/H) Work Experience Details
  • .
    Retired
    . Oct 2014 - Present
  • Greatlight Fee Only Advisors, Llc®
    Financial Advisor, Fee-Only
    Greatlight Fee Only Advisors, Llc® Aug 2006 - Oct 2014
    Involved in all areas of personal financial advice and planning.
  • B.S.I.
    Director
    B.S.I. Jan 1995 - Sep 2005
    Northbrook, Il
    He worked for over ten years in the area of executive deferred compensation, as well as consulting on life, disability, and long term care insurances. During that time he developed systems to track investments for deferred compensation plans and dealt directly with corporate human resources, finance officers, and individual plan participants on a variety of plan design, interpretation, funding, and tax implication issues.
  • Cooper Industries
    Inventory Control & Tracking - Engineering & Maintenance Depts
    Cooper Industries Jun 1977 - Jan 1995
    Sycamore, Il

Kevin C. Paulsen, Cfp®, Rpa. (H/H) Skills

Financial Services Services

Kevin C. Paulsen, Cfp®, Rpa. (H/H) Education Details

Frequently Asked Questions about Kevin C. Paulsen, Cfp®, Rpa. (H/H)

What company does Kevin C. Paulsen, Cfp®, Rpa. (H/H) work for?

Kevin C. Paulsen, Cfp®, Rpa. (H/H) works for .

What is Kevin C. Paulsen, Cfp®, Rpa. (H/H)'s role at the current company?

Kevin C. Paulsen, Cfp®, Rpa. (H/H)'s current role is Financial Advisor, Fee-Only.

What is Kevin C. Paulsen, Cfp®, Rpa. (H/H)'s email address?

Kevin C. Paulsen, Cfp®, Rpa. (H/H)'s email address is ke****@****foa.com

What is Kevin C. Paulsen, Cfp®, Rpa. (H/H)'s direct phone number?

Kevin C. Paulsen, Cfp®, Rpa. (H/H)'s direct phone number is +184755*****

What schools did Kevin C. Paulsen, Cfp®, Rpa. (H/H) attend?

Kevin C. Paulsen, Cfp®, Rpa. (H/H) attended Wharton School Of Business - International Foundation Of Employee Benefit Plans, Depaul University, Northern Illinois University, Concordia University-Wisconsin.

What skills is Kevin C. Paulsen, Cfp®, Rpa. (H/H) known for?

Kevin C. Paulsen, Cfp®, Rpa. (H/H) has skills like Financial Services, Services.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.