Wealth advice for your life's goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Paul Vosburgh, CFP, CIMA, CPWA, CRPS

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Paul Vosburgh, CFP®, CIMA®, CPWA®, CRPS™ is a Senior Vice President - Wealth Management, Wealth Advisor, Senior Portfolio Manager, Retirement Plan Consultant for UBS Financial Services Inc. in Madison, Wisconsin. Prior to joining UBS in 2003, Paul was Vice President - Investments with Citigroup from 1994 - 2003. Previously, Paul was a Financial Consultant with Merrill Lynch from 1992 - 1994.

Paul earned a Master of Business Administration degree from the University of Wisconsin - Madison.  Paul earned a Bachelor of Arts, Asian Studies degree from the University of Wisconsin - Madison.  Paul completed the CIMA® Education Program offered through the University of Chicago Booth School of Business. Paul holds the Series 7, 63 and 65 securities licenses as well as life and health insurance licenses.

Registered States:
  • CA
  • DC
  • FL
  • GA
  • IA
  • IL
  • KS
  • KY
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NV
  • OH
  • OR
  • TN
  • WI
  • WV

Education

  • Master of Business Administration, University of Wisconsin - Madison
  • Bachelor of Arts, Asian Studies, University of Wisconsin - Madison

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Financial planning
Education planning
Long-term care planning
Retirement planning
Estate planning strategies
Investing
8020 Excelsior Drive
Madison, WI 53717
  • (608) 824-6122

Email Me

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