Paul Junek

Financial Services Wealth Planner

Paul Junek

OVERVIEW

Paul brings a wide skill set to Eide Bailly, but in all his work, his goal is simple: relieve his client’s stress by clarifying their financial future. He seeks to provide the peace of mind that only comes from having a clear picture of your goals and how you’re going to achieve them. Paul simplifies the financial planning process and clearly communicates every option and opportunity, advising his clients on the best path towards financial independence.

If you get to work with Paul, you’re going to get an expert ally in all matters of financial planning and wealth management. He brings an open-book approach to his client relationships, meaning he strives to always provide clear, fully transparent advice, as well as well-researched solutions custom fit for you and your financial goals.

When Paul’s not putting together a long-term financial investment plan for one of his clients, you’ll find him out hiking, biking or camping or planning his next travel adventure. He also likes to stay in on occasion, reading a good book or cooking up a feast in the kitchen. Paul’s also a fan of the arts, regularly attending productions at the Guthrie Theater and the Minnesota Orchestra.

QUALIFICATIONS

Designations/Licensures

  • Juris Doctor
  • Certified Financial Planner
  • Series 7 and Series 63 Life, Accident and Health Insurance License

Education

  • Juris Doctorate – University of Minnesota
  • Bachelor of Arts – Cornell University

KNOWLEDGE

Client Work

  • Provided comprehensive savings strategies to help clients maximize their employment benefits
  • Created new employer-based savings plans to help employers generate tax-advantaged, liquid investments to supplement their retirement income needs and facilitate flexibility in their business exit-planning strategies
  • Provided balance to client’s entire financial assets across various types of investments and strategies