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Paul Traczyk,

Senior Wealth Advisor

Fundamental Choice Portfolio Manager

Biography

Paul Traczyk has been helping families achieve financial success as their trusted Senior Wealth Advisor since 1998.  He graduated from the University of St. Thomas in St. Paul in 1991 with a double major in Finance and Marketing and a minor in Computer Science.  He began his career with Piper Jaffray in downtown St. Paul in 1998.  He then moved his financial advisor practice to Wells Fargo Advisors in 2001 and in April of 2023 joined his practice with Green Wealth Management as Senior Wealth Advisor.

Paul is certified as a Fundamental Choice Portfolio Manager. His mission is to provide every client with targeted, comprehensive investment advice and portfolio analysis.  All delivered with the highest level of personal service and professional integrity.

Paul is part of a team that focuses on investment planning which helps his clients understand the probability of them living the life they want.  He believes developing strong lifelong relationships is the foundation of the success of his clients.  Paul takes time to understand the client’s needs, wants and their expectations.  He then creates a customized investment plan and reviews that plan with clients on a timely basis.  His 25 years of industry experience allows him to develop investment plans, build portfolios for those plans and review and adjust the plans accordingly.

Paul lives in Woodbury and enjoys golfing, working out, being outside and travelling.  He also enjoys spending time with his 2 adult children.

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