Paul Stevick | Financial Advisor | Bremerton, WA | U.S. Bancorp Wealth Management

Paul Stevick

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

360.782.4412

Primary office
2020 6th Street
Bremerton, WA 98337
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About me

It is my pleasure to serve the financial needs of people in the Bremerton and Olympic Peninsula area. I started in the financial industry in 1997. I hold a Bachelor of Arts degree in communication from the State University of New York in Buffalo, New York. I am fluent in Dutch. California Insurance License #0D90558.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I invest my time as a member of the wildlife conservation organizations Ducks Unlimited and the Rocky Mountain Elk Foundation. In my free time, I enjoy hiking and camping in the northwest, kayaking and razor clam digging with my grandkids.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.