Paula’s Approach
Paula A. Price
CPA, CFP®, MBT
Financial Advisor / Member Owner
Overview
Paula Price is a financial advisor in Savant’s St. Paul, Minnesota, office who focuses on comprehensive financial planning and tax-oriented wealth management. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Paula helps clients navigate wealth transfer strategies, charitable giving, proactive tax planning, retirement planning, cash flow projections, retirement income optimization, insurance analyses, debt management, and education funding.
Paula has more than 20 years of experience providing tax-oriented financial advice. She served as a partner at PrairieView Partners until it joined Savant in 2025. Earlier in her career, she worked as a senior tax accountant with Thomson Reuters and as a tax manager with Grant Thornton LLP.
Paula is a member of the Minnesota Society of CPAs. She earned a bachelor’s degree in accounting and a Master of Business Taxation (MBT) from the University of Minnesota.
Paula lives in the southeast metro area of the Twin Cities with her husband, Jon, and their two children. She enjoys baking, reading, hiking, and traveling.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Education
- University of Minnesota
Bachelor of Science in Accounting
Master of Business Taxation (MBT)
Professional Designations
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Minnesota Society of CPAs – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Get Started!
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SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.