Jerry Paulison, Financial Advisor

FINANCIAL ADVISOR
Jerry Paulison

CEPA®
24 South Weber Suite 305, Colorado Springs, CO 80903opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Divorce Finances

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Traveling
  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Community Outreach
  • Animal Rescue

Team Members

  • Leslie Balfanz
    Sr. Branch Office Administrator
  • Catherine Peckham
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(719) 578-9905

Fax

(888) 491-1091

Office Address

24 South Weber Suite 305
Colorado Springs, CO 80903opens in a new window

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