Paul R Zurlinden, CLU®, ChFC®

Wealth Management Advisor

Professional

I get to know my clients and prospects before I work with them. By asking my clients and prospects to share their goals and dreams I am able to speak intelligently about the services that might be appropriate for their needs. I encourage clients and prospects to get to know me, so we can start to build a relationship full of comfort and trust.

Professional Achievements - Paul Zurlinden earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. These marks identify those individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the certification examination. 

Paul has earned the Chartered Life Underwriter (CLU®) professional designation, which has long been recognized as the fundamental and foremost educational credential for life insurance professionals.

Paul has earned his Chartered Financial Consultant (ChFC®) designation, which provides a broad spectrum of education in planning for financial security.

Education - Paul received his Master of Business Administration from Washington University in St. Louis. He received his bachelors degree from Saint Louis University.         

 

 

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