My name is Stephen “Steve” D. Paulson. I have been in the Insurance, Finance, Investment, and Estate Planning business since September of 1975. During those years, I have worked with people in all of the above financial arenas

I have also worked in Corporate Management, am a graduate of Utah State University, and have taught Adult Education, Continuing Education, and Insurance classes.

I am now 66 years old, and now work primarily with the Senior Public. In order to better serve in this area, I have studied for and obtained the following professional designations:

Certified Senior Advisor (CSA)
certified Estate Planning Professional (CEPP)
Certified Annuity Specialist (CAS)

The above professional designations were to help me become a total professional as far as working with people who are near or currently retired. Also, I am independent and represent many companies, and have a working knowledge of most of them. THIS IS IMPORTANT BECAUSE AS AN INDEPENDENT, I REPRESENT YOU AND NOT SOME COMPANY:

I can help you shop and compare



Telephones: Home/office 801-904-2288 cell 801-243-1429

Email: or


Mailing address:

Stephen D Paulson
869 E. 4500 So. # 255
Salt Lake City, UT 84107-3049