Paul Seglund Email & Phone Number
Managing Director @ WealthBridge Financial Group
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Paul Seglund Location
- Boise, ID, US
Paul Seglund Work
- Managing Director @ (July 2026 - Present)
- Retirement Income Specialist @ (January 2025 - Present)
- Investment Specialist @ (February 2023 - Present)
- Benefits Specialist @ (April 2023 - Present)
- Race Official @ (April 2023 - Present)
- Private Wealth Manager Pacific Coast Wealth Builders @ (January 2016 - Present)
- Mountain Bike Guide @ Mountain Bike Oregon (July 2009 - Present)
- Tickets @ (December 2010 - December 2020)
- Wealth Manager @ (March 2012 - October 2016)
- Wealth Manager @ (January 2005 - February 2016)
- Fly In Crew Member for Race weekends and Testing @ The Racers Group, Gainsco, Sigal Sports and Park Place Motorsports (January 2003 - June 2016)
- Freelance Writing @ SPS Financial (January 2006 - November 2014)
- Vice President Investments @ Financial West Group (December 2004 - September 2010)
- Financial Advisor @ (January 1997 - December 2004)
- Associate Vice President @ (November 1999 - November 2002)
- Computer Systems Sales @ (February 1991 - May 1994)
- Laboratory Sales Representative @ (April 1984 - February 1989)
Paul Seglund Education
- Business Enterprise Institute
Exit and Succession Planning Strategies (Business Exit Planning Strategies)
2015-2019 - The American College of Financial Services
Chartered Retirement Planning Consultant CRPC (Retirement Planning)
2003-2018 - California State University-Sacramento
BS (Finance and Economics)
1979-1982 - Arizona State University
(Engineering/Industrial Management)
1977-1979 - Coconino High School 1974-1977
- The American College of Financial Services
CRPC (Chratered Retirement Planning Consultant)
- Arizona State University
(Engineering)
- Sacramento State College of Business
BS (Finance & Economics)
- Arizona State University
(Electrical and Electronics Engineering)
Paul Seglund Skills
- Account Management
- Business Analysis
- Mergers & Acquisitions (M&A)
- Investments
- Asset Management
- Strategic Financial Planning
- Retirement Planning
- Asset Managment
- Investment Properties
- Mutual Funds
- Portfolio Management
- Retirement
- Alternative Investments
- Sales
- Finance
- Financial Advisory
- Investment Strategies
- 401k
- Marketing
- Wealth
- Loans
- Mortgage Lending
- Securities
- Financial Planners
- Wealth Management
- Series 63
- Investment Management
- Asset Allocation
- Investment Advisory
- Financial Services
- Pensions
- Estate Planning
- Fixed Income
- Life Insurance
- Insurance
- Long-term Care
- Small Business
- Funding
- Equities
- Financial Analysis
- Private Equity
- 401(k) Retirement Savings Plans
- FINRA
- IRAs
- Wealth Management Services
- High Net Worth Individuals
- Series 7
Paul Seglund Summary
- Paul Seglund, based in Boise, ID, US, is currently a Managing Director at WealthBridge Financial Group. Paul Seglund brings experience from previous roles at Pacific Coast Wealth Builders, Annexus Group, Aflac and Morgan Performance Group. Paul Seglund holds a 2015 - 2019 Exit and Succession Planning Strategies in Business Exit Planning Strategies @ Business Enterprise Institute. With a robust skill set that includes Account Management, Business Analysis, Mergers & Acquisitions (M&A), Investments, Asset Management and more. Paul Seglund has 6 emails and 1 mobile phone numbers on RocketReach.
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