Andrew Vining Paulsen

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 05/2022
  University Of San Diego
  San Diego, CA
• 05/2022 → 04/2025
  West Coast Financial, Llc
  Santa Barbara, CA
• 02/2013 → 09/2018
  Unemployed
  San Jose, CA
• 04/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2023-04-24 → 2025-04-04
  West Coast Financial, Llc
  Santa Barbara, CA
  Santa Barbara, CA
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-22

Designations

• Certified Financial Planner