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Paula Thielen, Ph.D., MBA, CGMA, CPA, PFS
Experienced CPA | Investment Advisor | Tax Planning | Business & Financial Consulting
Paula Thielen, Ph.D., MBA, CGMA, CPA, PFS is a highly qualified financial professional with an impressive array of credentials and expertise. She is currently serving as the General Partner and Wealth Management Advisor specializing in Tax & Wealth Strategies at Thielen & Associates, Inc.12
Professional Background
Paula is an experienced Certified Public Accountant (CPA) and Investment Advisor who prides herself on helping clients achieve their individual financial goals.1 Her extensive qualifications include:
- Ph.D. (Doctor of Philosophy)
- MBA (Master of Business Administration)
- CGMA (Chartered Global Management Accountant)
- CPA (Certified Public Accountant)
- PFS (Personal Financial Specialist)
Forbes Finance Council Membership
As an Official Member of the Forbes Finance Council, Paula is recognized as a thought leader in the financial industry.6 This membership is an invitation-only organization for senior-level financial services executives and leaders.
Thielen & Associates, Inc.
Paula holds a leadership position at Thielen & Associates, Inc., where she serves as the Managing Partner and Financial Advisor.67 The firm specializes in providing comprehensive financial services, including accounting, tax planning, and wealth management.
Personal Information
Born in December 1952, Paula Jayne Thielen is currently 71 years old and resides in Morgan Hill, California.4 Her LinkedIn profile, under the username "paulathielen," showcases her professional achievements and regularly features posts on financial topics and market insights.235
Paula's expertise and dedication to helping clients navigate complex financial landscapes have established her as a respected figure in the wealth management and tax strategy fields.