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Paul G. Coldagelli profile image

Paul G. Coldagelli

Principal, WPFS & Financial Advisor, ... at Wellspring Personal Financial Services, LLC
Intro Book
Seasoned financial advisor delivering comprehensive financial planning and retirement strategies.
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Location
Brookfield, Wisconsin, United States, US
Skills
  • Asset Allocation
  • Asset Management
  • Retirement Planning
  • 401k
  • Estate Planning
  • Show all
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Bio

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Paul G. Coldagelli is a seasoned financial professional with expertise in asset allocation, retirement planning, and estate planning. He has 21 years of experience in the financial services industry, including roles at Wellspring Personal Financial Services, LLC, Raymond James Financial Services, Inc., Landaas & Company, and Barnett Bank of Florida. He holds a Master's Degree in Economics from the University of Pennsylvania and a Bachelor's Degree in Economics from the University of Wisconsin-Milwaukee.

Experience

  • Wellspring Personal Financial Services, LLC
    • Greater Milwaukee Area
    • Principal, WPFS & Financial Advisor, RJFS
      • Apr 2014 - Present
      • Greater Milwaukee Area

      For any financial matter in your life, both large and small, we are here to offer an objective perspective and a listening ear. Our goal is to help you feel comfortable when it comes to your money and how it can help you live out your values.I specialize in helping people who are transitioning to...

  • Landaas & Company
    • Greater Milwaukee Area
    • Financial Advisor
      • 1993 - 2014
      • Greater Milwaukee Area

      I helped design investment portfolios, spoke at numerous seminars and client appreciation events, mentored younger associates, and found great energy and joy in my role as financial advisor to many families. But so much more than what I did or gave, my “experience” is best defined as the kindnes...

  • Barnett Bank of Florida
    • Senior Vice President, Marketing
      • 1982 - 1993

      I participated in a variety of initiatives, including leading a team of people who assisted the State of Florida in marketing their Prepaid College Tuition program, the country’s first. I also guided the bank in developing and implementing a client focused approach to offering investment product...

Education

  • University of Pennsylvania
  • University of Wisconsin-Milwaukee

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Advisory and Consulting”

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