Your Advisor

My name is Jon Aaron Paulsen and I have been working in the finance industry for over a decade. I believe in long-term investing utilizing low-fee investment strategies. Everyone has different risk tolerances and expectations and I enjoy tailoring a strategy to each person. I hold an MBA from Brigham Young University and the Chartered Financial Analyst (CFA) designation. When I am not working, I enjoy spending time with my wife and 3 kids. I also enjoy playing golf and tennis.

About The Firm

Premier Financial Planning is a part of a team of registered investment advisors with many years of experience in financial planning and investment management. Together we formulate investment strategies that then can be tailored to each individual client.

Our Mission

Our goal is to help you get the most out of your hard-earned money and reach your goals. We use proven investment strategies designed to meet your risk tolerance and hedge against market volatility. We want to do more than just invest your money, we want to be there for you as life happens and financial decisions need to be made.

Your Financial Goals Are Our Priority

Financial Planning and Investment Advice

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Tax Planning and Strategies

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Life Insurance Solutions

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Small Business Consulting

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Testimonials