Skip to main content

Our financial advice team


Andrew Paulson, Financial Advisor serving the Washington, DC area - Ameriprise Advisors

Andrew Paulson

Financial Advisor

Circle in a Square Advisors
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Investment Management

Awards & recognition

  • Circle in a Square Advisors, Ameriprise Client Experience Award, 2023, 2024

Community participation

  • Volunteer at Food and Friends DC

Interests

  • My Top Five Values: Integrity, Family, Happiness, Meaningful Work, Excellence
  • Married to Kara (Steinhardt) Paulson
  • Father to Hunter and Teddy
  • Originally from Minnesota, and now live in Capitol Hill East
  • I enjoy traveling to my family's cabin in Minnesota to swim (especially with my son), waterski, read, and relax