Technology and Trading Manager
Mike Paulson’s mission is to make it easier for our financial planners to focus on clients. As the Technology and Trading Manager, Mike is responsible for optimizing our fiduciary firm’s technology tools. He also assists in rebalancing client portfolios in line with their financial plans.
Before joining Symphony Financial Planning, Mike spent 10 years with two other Registered Investment Advisory firms—one in Minneapolis and the other in Sacramento—most recently as the Director of Operations. A fan of chess and puzzles, he enjoys spending his workdays at the intersection of planning and technology, where he solves challenges and comes up with new solutions.
Outside of the office, Mike and his wife, Katie, like to get outside and go hiking. Their two dogs usually accompany them, and time with them always reminds Mike how lucky humans are that dogs exist. A native of Minnesota, Mike can also be found kayaking or paddle boarding at the local lakes.
Education and Certifications
B.S., Finance and Accounting, University of Wisconsin–La Crosse