Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Bruce Paulson, CPA, JD, CFP

Bruce Paulson, CPA, JD, CFP

Senior Financial Advisor

Financial Advisors

Bruce Paulson is a wealth management financial advisor based in Wayzata, MN.

Bruce joined our team as a senior financial advisor in 2020. In this role, he provides investment and wealth management advice to clients and participates in investment decisions.

Before joining the firm, Bruce was a senior client advisor at MRA Associates, Prior to joining the MRA Associates team, Bruce worked at a variety of notable organizations, including Arthur Andersen, U.S. Bank, U.S. Trust, GenSpring Family Offices, and most recently, Okabena Company. His responsibilities at these firms included providing tax, estate planning, and investment services, most often for families with multigenerational needs and concerns. His investment experience includes stock research and selection, value proposition change initiatives, after-tax investing, design and use of separate account equity index solutions, and design and integration work for specially taxed trusts or other asset locations.

Education

  • Doctor of Jurisprudence degree from William Mitchell College of Law
  • Bachelor of Arts degree in finance from Concordia College

Industry Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™

Industry Involvement

View All News and Resources