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Thomas P
PFS™
Loveland, CO
Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA
Thomas Paulson is the sole advisor at Thomas A. Paulson, Jr., DBA, holding the Personal Financial Specialist (PFS™) designation with 26 years of industry experience. He has worked at Multi Financial Securities Corporation since 1999 and has been president and sole owner of Thomas A. Paulson Jr CPA PC, a tax preparation and small business accounting firm, since 1995. His tax and accounting practice operates alongside his advisory work. The firm primarily serves individual investors and trustees, offering discretionary portfolio management and comprehensive financial planning that includes tax and insurance reviews, retirement projections, and estate planning. It combines investment advice with affiliated tax and accounting services, employing a goal- and allocation-driven approach using no-load mutual funds, ETFs, and common stocks.
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