Education & Certifications
BS - Education, UW-Oshkosh
Certified Financial Planner (CFP®)
Certified Personal Finance Consultant (CPFC®)
Investment Adviser Representative License (Series 65)
Organization Involvement
Member of the Wisconsin Retirement Plan Professionals, Ltd. (WRPPL)
Paul Minick
Wealth Manager
CFP®, CPFC®
Paul is a dedicated Wealth Manager at Spectrum, where he specializes in crafting personalized financial plans, managing private wealth, and conducting in-depth reviews of individual investment plans. He also contributes to employee education initiatives and offers one-on-one investment consultations. By taking the time to learn about his clients and prospects, Paul gains a deeper understanding of their financial goals, enabling him to provide tailored advice and strategies.
A native of Deforest, Wisconsin, Paul attended UW-Oshkosh, where he played baseball for the Titans. After graduating, he embarked on a successful career in finance, beginning with seven years at Chase Manhattan Bank in New York City. He subsequently joined Bank of America, spending four years at their Charlotte, North Carolina headquarters, followed by sixteen years in the Chicago, Illinois area.
Industry Start Date:
2019
Spectrum Start Date:
2019
Fun Fact:
Paul enjoys spending time with his family, kayaking, fishing, golfing, and relaxing at his cabin in central Wisconsin.
Embodying Spectrum’s Principles
I have three children who are all grown and out of the house. While they were young, I spent time coaching their sports teams, traveling with them and just being their dad, but I also spent time with them individually to impress upon them the importance of thinking about their futures. I enjoy working with our younger clients and try to use a similar approach when talking with them about their finances and other aspects of their life.
There’s not a strict hierarchy that determines tasks for our jobs. We jump in wherever we’re needed to be successful as a team. That can apply to most anything we do and includes things like providing client support, keeping our work environment clean and operational, and making our processes easier in the future.
CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.