Paul Seglund
Investment Specialist @Annexus Group
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WORK HISTORY
Investment Specialist @Annexus Group
Boise, ID, US
Provide families with peace of mind for retirement income planning reducing market volatility and maximizing income from portfolio assets.
EDUCATION
Arizona State University
Electrical and Electronics Engineering
Sacramento State College of Business
BS, Finance & Economics
Arizona State University
Engineering/Industrial Management
California State University-Sacramento
BS, Finance and Economics
The American College of Financial Services
CRPC, Chratered Retirement Planning Consultant
Arizona State University
Engineering
The American College of Financial Services
Chartered Retirement Planning Consultant CRPC, Retirement Planning
Business Enterprise Institute
Exit and Succession Planning Strategies, Business Exit Planning Strategies
SKILLS
ABOUT PAUL SEGLUND
We provide Independent Investment Advisory and Wealth Management solutions to select investors seeking Financial Independence and protecting and growing their assets.Financial Services Specialties:Independent Investment Advisory, Money Management and Model PortfoliosRetirement Plan selection and 401(k) Rollover Advisory. Mutual Fund Advisory and AnalysisConcentrated Wealth and stock options Planning For a list of states we are approved to do business, please visit
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