Caleb Paulson, CFP®,

Senior Financial Advisor, Partner, PIM Portfolio Manager

The opportunity to help people is what swings Caleb’s feet out of bed in the morning, and why he became a financial advisor. He is proud of his small-town values, like understanding the importance of a handshake and rolling up your sleeves to help your neighbor, and applies these principles to how he lives and works every day. As a trusted advisor, Caleb works hard to create customized plans matched to each client’s unique priorities, preferences and family and financial situations to help ensure they stay on track. He not only focuses on helping clients achieve their financial goals but strives to help them realize their dreams as well, like buying a second home or taking a dream vacation.

Caleb works with individuals, families and business owners to help them build, manage, preserve and transition their wealth, including tax planning strategies, asset management, inheritance planning, retirement planning and more~. He became a Financial Advisor in 2007 and a CERTIFIED FINANCIAL PLANNER TM professional in 2012. Additionally his credentials include being a PIM Portfolio Manager and a member of the Financial Planning Association. His team approach allows him to provide clients with a high level of responsive, comprehensive, personalized service.

Born and raised in Minnesota, Caleb and his wife, Caroline, have three children, Grant, Gabrielle and Liam. He is an active community volunteer and youth sports coach for several teams on which his kids have played, and is a Hutchinson Hockey Association board member. He enjoys spending quality time with family, as well as golfing, hunting and skiing.

Resident State: MN
SD (Lic. # 40438503)

~Wells Fargo Advisors is not a legal or tax advisor.

‹ View All Team Members