Paul Herrick Email & Phone Number
Partner and Wealth Advisor
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Paul Herrick Location
- Fresno, CA, US
Paul Herrick Work
- Partner and Wealth Advisor @ Bolt Wealth Management (October 2017 - Present)
- Investment Advisor Representative @ (December 2010 - September 2017)
- Investment Adviser Representative @ (December 2010 - September 2017)
- Social Science Teacher @ Central Unified School District (January 2007 - January 2010)
Paul Herrick Education
- California State University, Fresno
BA (History)
2001-2007
Paul Herrick Skills
- Retirement Planning
- 401k
- Disability Insurance
- Variable Annuities
- Mutual Funds
- IRAs
- Life Insurance
- Term Life Insurance
- Buy-sell Agreements
- Qualified Retirement Plans
- Key Person Insurance
- Universal Life
- Financial Planning
- Health Insurance
- Leadership
- Public Speaking
- Strategic Financial Planning
- Buy Sell Agreements
Paul Herrick Summary
- Paul Herrick, based in Fresno, CA, US, is currently a Partner and Wealth Advisor at Bolt Wealth Management. Paul Herrick brings experience from previous roles at Principal Financial Group and Central Unified School District. Paul Herrick holds a 2001 - 2007 BA in History @ California State University, Fresno. With a robust skill set that includes Retirement Planning, 401k, Disability Insurance, Variable Annuities, Mutual Funds and more. Paul Herrick has 7 emails and 1 mobile phone numbers on RocketReach.
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