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Paul Seglund Email & Phone Number
Retirement Income Specialist
at
Pacific Coast Wealth Builders
1 work email found
@seglund.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Income Specialist
Location
Boise, Idaho, United States
Who is Paul Seglund? Overview
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Quick answer
Paul Seglund is listed as Retirement Income Specialist at Pacific Coast Wealth Builders, based in Boise, Idaho, United States. AeroLeads shows a work email signal at seglund.com and a matched LinkedIn profile for Paul Seglund.
Paul Seglund previously worked as Investment Specialist at Annexus Group and Benefits Specialist at Aflac. Paul Seglund holds Exit And Succession Planning Strategies, Business Exit Planning Strategies from Business Enterprise Institute.
Company email context
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{first}@seglund.com
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Profile bio
About Paul Seglund
We provide Independent Investment Advisory and Wealth Management solutions to select investors seeking Financial Independence and protecting and growing their assets.Financial Services Specialties:Independent Investment Advisory, Money Management and Model PortfoliosRetirement Plan selection and 401(k) Rollover Advisory. Mutual Fund Advisory and AnalysisConcentrated Wealth and stock options Planning For a list of states we are approved to do business, please visit www.seglund.com
Listed skills include Investments, Asset Management, Financial Planning, Retirement Planning, and 41 others.
Current workplace
Paul Seglund's current company
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16 roles
Paul Seglund work experience
A career timeline built from the work history available for this profile.
Investment Specialist
CurrentProvide families with peace of mind for retirement income planning reducing market volatility and maximizing income from portfolio assets.
Feb 2023 - Present
Benefits Specialist
CurrentProvide companies and employees supplemental benefits and life insurance protection.
Apr 2023 - Present
Apr 2023 - Present
Private Wealth Manager Pacific Coast Wealth Builders
CurrentWealth Management and Retirement Income strategies for clients.We are an Investment Advisory firm on both Charles Schwab and TD Ameritrade platforms and provide Managed Money solutions along with Model Portfolios designed for clients needs. We also are a Business Exit Planning Specialist to provide Business Owners with successful sale or transition of their business.
Jan 2016 - Present
Mountain Bike Guide
Current
Mountain Bike Oregon
Enjoy guiding mountain bike adventures with people on trails in Oregon and available for private tours.
Jul 2009 - Present
Tickets
Part time ticket sales so I have an excuse to ski on a regular basis and enjoy the company of many friends and activities at the mountain.
Dec 2010 - Dec 2020
Wealth Manager
Strategic Portfolio Management Education PlanningRetirement PlanningAlternative InvestmentsSmall Business Retirement PlansBuy/Sell AgreementsLife Insurance Planning
Mar 2012 - Oct 2016
Wealth Manager
We specialize in Investment Advisory, Money Management and Model Portfolios to select investors. Business Owners can reap the benefits from our planning Services along with solutions for families looking to retire well and executives that have special needs such as concentrated stock, stock options and wealth planning solutions are where we excel.
Jan 2005 - Feb 2016
Fly In Crew Member For Race Weekends And Testing
The Racers Group, Gainsco, Sigal Sports And Park Place Motorsports
Sports Car Racing Crew Member for IMSA series. Performed Tire Setup and Management, Fueler and Pit Setup for select teams.
Jan 2003 - Jun 2016
Freelance Writing
Sps Financial
I write articles for motorsports, travel, lifestyle, Outdoor Recreation and sports along with Financial updates.
Jan 2006 - Nov 2014
Vice President Investments
I am a Wealth Advisor offering retirement plans for small business.I can provide high yield money market and CD accounts along with mortgage services through my affiliation with Everbank. I specialized in income producing portfolios especially for families that need tax reduction strategies. My office is located at 5 Pines Lodge in Sisters, Oregon. (541)647-8157
Dec 2004 - Sep 2010
Financial Advisor
Financial West Group- I established an independent Financial Advisory firm and transferred clients to Managed Account status. New business is focused on retirement plans, Commercial Real Estate and Oil & Gas direct investments and private placements. I continue to generate satisfied new clients and expand my existing client base.; I worked for Merrill Lynch on two separate occasions; I graduated from the Professional Development Program and earned my Certified Financial Manger and Certified Retirement Planning Consultant designations in 2004. I focused on institutional accounts, company financing and mortgage business, high net worth clients and various retirement plans to gain business. Client assets reached $25 Million under Management and I received various recognition awards for my efforts. I was active in the Business Financial Services group that focused on business lending, owners exit strategies and investment banking.
Jan 1997 - Dec 2004
Associate Vice President
I focused on Fixed Income and alternative investments for high net worth clients. I generated mortgage business, Rule 144 transactions and investment banking clientele in addition to money management.
Nov 1999 - Nov 2002
Computer Systems Sales
Marketed Digital Equipment Corp. computer systems to Value added Resellers and large end users in the San Francisco Bay Area. Datamax Software-I attained VP Sales for a company specializing in Manufacturing and Accounting software systems. I was also successful in generating new applications for a newly developed RFID system for inventory tracking.
Feb 1991 - May 1994
Laboratory Sales Representative
I marketed laboratory balances, industrial scales and density meters through a Scientific Distributor network. I coordinated sales efforts of more than 100 salespeople with 5 different firms. I was able to grow the market during a tough onslaught of new competitors to an established market.
Apr 1984 - Feb 1989
9 education records
Paul Seglund education
Exit And Succession Planning Strategies, Business Exit Planning Strategies
Business Enterprise Institute
Engineering/Industrial Management
Arizona State University
Chartered Retirement Planning Consultant Crpc, Retirement Planning
The American College Of Financial Services
Bs, Finance And Economics
California State University-Sacramento
Education record
Coconino High School
Crpc, Chratered Retirement Planning Consultant
The American College Of Financial Services
Engineering
Arizona State University
Bs, Finance & Economics
Sacramento State College Of Business
Electrical And Electronics Engineering
Arizona State University
FAQ
Frequently asked questions about Paul Seglund
Quick answers generated from the profile data available on this page.
What company does Paul Seglund work for?
Paul Seglund works for Pacific Coast Wealth Builders.
What is Paul Seglund's role at Pacific Coast Wealth Builders?
Paul Seglund is listed as Retirement Income Specialist at Pacific Coast Wealth Builders.
What is Paul Seglund's email address?
AeroLeads has found 1 work email signal at @seglund.com for Paul Seglund at Pacific Coast Wealth Builders.
Where is Paul Seglund based?
Paul Seglund is based in Boise, Idaho, United States while working with Pacific Coast Wealth Builders.
What companies has Paul Seglund worked for?
Paul Seglund has worked for Pacific Coast Wealth Builders, Annexus Group, Aflac, Morgan Performance Group, and Lifepro Financial.
How can I contact Paul Seglund?
You can use AeroLeads to view verified contact signals for Paul Seglund at Pacific Coast Wealth Builders, including work email, phone, and LinkedIn data when available.
What schools did Paul Seglund attend?
Paul Seglund holds Exit And Succession Planning Strategies, Business Exit Planning Strategies from Business Enterprise Institute.
What skills is Paul Seglund known for?
Paul Seglund is listed with skills including Investments, Asset Management, Financial Planning, Retirement Planning, Series 7, Strategic Financial Planning, Asset Managment, and Investment Properties.
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