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Stephen B. Paluck, CRPC, QPFC

Stephen B. Paluck, CRPC, QPFC

Managing Director

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.