Personal
Paul resides in St. Louis, MO with his wife Elizabeth and their two children, Jack and Kara. He enjoys spending time with his family, traveling, reading and playing golf. Paul is not afraid of a challenge. He climbed 19,340 feet to reach the summit of Mt. Kilimanjaro in Africa. He also hiked the 33.5 miles Milford Track in South Island, New Zealand.
Professional
Professional Achievements
Paul Zurlinden earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. These marks identify those individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the certification examination.
Paul has earned the Chartered Life Underwriter (CLU®) professional designation, which has long been recognized as the fundamental and foremost educational credential for life insurance professionals.
Paul has earned his Chartered Financial Consultant (ChFC®) designation, which provides a broad spectrum of education in planning for financial security.
Education
Paul received his Master of Business Administration from Washington University in St. Louis. He received his bachelors degree from Saint Louis University.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
