Profile

Ms. Erin R.
Paulson is a Vice President of Wealth Management at Reilly Financial Advisors LLC (RFA).
She manages wealth management services for clients developed through relationships with Charles Schwab offices in the San Diego area and has been with RFA since 2008.
In her role, she assists clients with identifying their financial goals and works directly with the firm’s Investment Committee and research team to build and manage client portfolios.
Prior to joining Reilly Financial Advisors, Ms. Paulson worked on the lending side of the financial services industry, with responsibilities of managing a portfolio of home loans, refinancing packages and business loans.
Ms. Paulson holds a Bachelor of Arts in Psychology from the University of Arizona and has earned the FINRA Series 6, 63 and 65 licenses.

Former positions of Erin Reilly Paulson

CompaniesPositionEnd
Analyst-Equity 2021-12-31
See the detail of Erin Reilly Paulson's experience

Training of Erin Reilly Paulson

University of Arizona Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Erin Reilly Paulson's experience

Connections

100 +

1st degree connections

2

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies1

Finance

See company connections
  1. Stock Market
  2. Insiders
  3. Erin Reilly Paulson