Paul Grutzner

Managing Partner

Paul Grutzner leads ClearPoint Financial as Managing Partner and also serves as a Retirement Plan Consultant for the firm. Active in retirement consulting since 1988, Paul was instrumental in developing CIBC Oppenheimer’s cash balance resources and also spent nine successful years at RBC Dain Rauscher.

Mr. Grutzner earned a Bachelor of Science degree from the University of Wisconsin and holds FINRA Series 7, 24, 63 and 65 with LPL Financial and insurance licenses. He is an investment advisor representative with Financial Advocates Investment Management. He is active in a number of civic and charitable organizations in the Seattle area.

Mr. Grutzner resides with his wife and three children in Issaquah, WA.

Contact Paul Grutzner

pgrutzner@clearpoint401k.com
206.905.8110

Services

From the beginning, our vision has been to create the premier retirement plan consulting firm – one that understands and supports the unique needs of plan sponsors and the select group of advisors serving them Learn More >

Resources

As your trusted retirement plan consulting firm, we invite you to use the following resources and reports to compare client plans, view investment links, and use financial calculators. Learn More >

Schedule a Consultation

We welcome the opportunity to meet with you to discuss your financial needs. (763) 231-7535 Minneapolis (206) 905-8100 Seattle (503) 236-7200 Portland (925) 258-0079 San Fransisco jmcdonald@channel-financial.com