Paul G. Coldagelli

Paul G. Coldagelli Email and Phone Number

Principal, WPFS and Financial Advisor, RJFS @ Wellspring Personal Financial Services, LLC
Brookfield, WI, US
Paul G. Coldagelli's Location
Brookfield, Wisconsin, United States, United States
Paul G. Coldagelli's Contact Details

Paul G. Coldagelli personal email

Paul G. Coldagelli phone numbers

About Paul G. Coldagelli

In my profession as a financial advisor, I am privileged to experience the joy of engaging with ordinary yet special people and offer them my services and friendship in what I believe is a true sense of vocation. Vocation represents the response to a calling – I believe from our Creator -- in which we desire to give out of the gifts we have been given. Jesus taught that this approach to life is like fresh water, filled by the springs of God’s gifts to us, but also filled by the people who pour into our lives. From the invisible springs and the wonder of friends, we are able to live with purpose and joy in a way that overflows to others and most certainly flows back to us.Phone: 262-204-7510Email: pcoldagelli@wellspringinvestments.comWebsite: www.wellspringinvestments.comSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James is not affiliated with Wellspring Personal Financial Services, LLC.For more important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Wellspring Personal Financial Services, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Paul G. Coldagelli's Current Company Details
Wellspring Personal Financial Services, LLC

Wellspring Personal Financial Services, Llc

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Principal, WPFS and Financial Advisor, RJFS
Brookfield, WI, US
Website:
raymondjames.com
Employees:
18734
Paul G. Coldagelli Work Experience Details
  • Wellspring Personal Financial Services, Llc
    Principal, Wpfs And Financial Advisor, Rjfs
    Wellspring Personal Financial Services, Llc
    Brookfield, Wi, Us
  • Wellspring Personal Financial Services, Llc
    Principal, Wpfs & Financial Advisor, Rjfs
    Wellspring Personal Financial Services, Llc Apr 2014 - Present
    Greater Milwaukee Area
    For any financial matter in your life, both large and small, we are here to offer an objective perspective and a listening ear. Our goal is to help you feel comfortable when it comes to your money and how it can help you live out your values.I specialize in helping people who are transitioning to and living in retirement, using thorough analysis to create retirement income strategies customized to each client.
  • Raymond James Financial Services, Inc. Member Finra/Sipc
    Financial Advisor
    Raymond James Financial Services, Inc. Member Finra/Sipc 2014 - Present
  • Landaas & Company
    Financial Advisor
    Landaas & Company 1993 - 2014
    Greater Milwaukee Area
    I helped design investment portfolios, spoke at numerous seminars and client appreciation events, mentored younger associates, and found great energy and joy in my role as financial advisor to many families. But so much more than what I did or gave, my “experience” is best defined as the kindness and grace I received from the clients I came to know and cherish.
  • Barnett Bank Of Florida
    Senior Vice President, Marketing
    Barnett Bank Of Florida 1982 - 1993
    I participated in a variety of initiatives, including leading a team of people who assisted the State of Florida in marketing their Prepaid College Tuition program, the country’s first. I also guided the bank in developing and implementing a client focused approach to offering investment products through the bank’s extensive office network.

Paul G. Coldagelli Skills

Asset Allocation Asset Management Retirement Planning 401k Estate Planning Financial Planning Insurance And Annuities

Paul G. Coldagelli Education Details

Frequently Asked Questions about Paul G. Coldagelli

What company does Paul G. Coldagelli work for?

Paul G. Coldagelli works for Wellspring Personal Financial Services, Llc

What is Paul G. Coldagelli's role at the current company?

Paul G. Coldagelli's current role is Principal, WPFS and Financial Advisor, RJFS.

What is Paul G. Coldagelli's email address?

Paul G. Coldagelli's email address is pc****@****.rr.com

What is Paul G. Coldagelli's direct phone number?

Paul G. Coldagelli's direct phone number is +126278*****

What schools did Paul G. Coldagelli attend?

Paul G. Coldagelli attended University Of Pennsylvania, University Of Wisconsin-Milwaukee.

What are some of Paul G. Coldagelli's interests?

Paul G. Coldagelli has interest in Spending Time With Family And Friends, Education.

What skills is Paul G. Coldagelli known for?

Paul G. Coldagelli has skills like Asset Allocation, Asset Management, Retirement Planning, 401k, Estate Planning, Financial Planning, Insurance And Annuities.

Who are Paul G. Coldagelli's colleagues?

Paul G. Coldagelli's colleagues are Adriana Ramos, Shakita Jackson, Angie Peterson, Kyong Peterson, James P., Alan Zeleznock, Watson Grapengeter.

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