Profiel
Ms. Erin R.
Paulson is a Vice President of Wealth Management at Reilly Financial Advisors LLC (RFA).
She manages wealth management services for clients developed through relationships with Charles Schwab offices in the San Diego area and has been with RFA since 2008.
In her role, she assists clients with identifying their financial goals and works directly with the firm’s Investment Committee and research team to build and manage client portfolios.
Prior to joining Reilly Financial Advisors, Ms. Paulson worked on the lending side of the financial services industry, with responsibilities of managing a portfolio of home loans, refinancing packages and business loans.
Ms. Paulson holds a Bachelor of Arts in Psychology from the University of Arizona and has earned the FINRA Series 6, 63 and 65 licenses.
Eerdere bekende functies van Erin Reilly Paulson
| Bedrijven | Functie | Einde |
|---|---|---|
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Analyst-Equity | 01-01-2022 |
Opleiding van Erin Reilly Paulson
| University of Arizona | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
