Matt Paulsen, CFP®, ChFC®, CASL®, AIF®
Senior Partner | Wealth Management Advisor
Matt brings nearly 20 years of experience to the BCM Team and offers his clients comprehensive financial planning and asset management services. Much of his career has been dedicated to teaching financial literacy classes at corporate venues and he spent eight years co-hosting Connecticut's #1 financial talk show, Smart Money Radio. Matt is a multi-year recipient of Connecticut Magazine's Five Star Wealth Manager Award (2014-2021).* Matt graduated from Providence College with degrees in both Finance and Business Management. An avid outdoor enthusiast, he and his wife, Teri, currently live in Madison with their three children.
Disclosure: Domiciled in CT and licensed to sell insurance and securities in several states.
*The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer.
I am licensed and registered to offer products and services in: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Indiana, Iowa, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin