Broker Check

Meet Our Team

Stephen B. Paluck, CRPC, QPFC

Managing Director

916.221.7750

916.221.7753

stephenpaluck@paluckcm.com

Stephen Paluck is the founder and Managing Director of Paluck Capital Management. Stephen has been in the financial services industry since 1998. He has honed his ability to translate complex financial strategies into simple, understandable concepts and executable strategies.

Stephen takes a highly customized approach to addressing the investment needs of clients, sensitive to their risk parameters, personal time horizons, lifestyle needs, and long-term goals. Stephen also recognizes the importance of capital preservation and downside risk protection for the effective stewardship of wealth. Stephen utilizes economic forecasting tools and forward-looking market projections to develop his market outlook and stay abreast of evolving market conditions.

Stephen strives to provide an unsurpassed measure of personal attention. As part of his holistic approach, Stephen seeks to make sure that each recommendation is consistent with the client’s overall wealth management strategy.

Stephen earned his Bachelor's degree in finance from the Rochester Institute of Technology. He holds the Chartered Retirement Planning Counselor designation and the Qualified Plan Financial Consultant designation.

Stephen grew up in Rochester, NY and has resided in Sacramento, CA since 2002. Outside of the office Stephen enjoys sports, community outreach, and spending time with family. Stephen currently resides in Rancho Cordova, CA with his wife, Laura and son, Carter.

CA Insurance Lic. # 0E11742

CRPC conferred by College for Financial Planning.

Laura L. Paluck

Director of Operations

916.221.7750

916.221.7753

laurapaluck@paluckcm.com

Laura Paluck, is the Director of Operations at Paluck Capital Management. Laura is responsible for managing new client implementation, enhancing the client service experience, account maintenance and daily operations. Laura has been working in the financial services industry since 2000.

Prior to joining Paluck Capital Management, Laura gained industry knowledge by working in operations at Merrill Lynch for over 10 years, where she successfully supported over 100 Financial Advisors and more than 50 Support Staff. Prior to Merrill Lynch, Laura held other roles in financial services with Citibank, Wachovia & Torrey Pines Bank, specializing in policies and procedures.

Laura grew up in Rochester, NY and has resided in Sacramento, CA since 2010. Outside of the office Laura enjoys spending time outdoors, spending time with family and friends, and community outreach. Laura currently resides in Rancho Cordova with her husband, Stephen and son, Carter.