Vision & Strategies

Fulfilling a Common Vision

Michael Cullen and his assistants, have entered financial planning out of a desire for a deeper meaning in their work and lives. They live in the Bay Area not only for its quality of life, but in appreciation of its diversity.  

"Many people are thoroughly confused by financial matters and either avoid planning or try to do it themselves and risk making tremendous mistakes. As a CFP, I have a holistic approach to their financial affairs, focusing on all areas that may have a financial effect on their lives."
                      Michael S. Cullen, CFP®, ADPA