Meet Cullen Prena, CFP®

As a financial adviser, I provide investment and financial planning services for those who are retired or are thinking of retiring soon. This means I offer unbiased guidance to help people make good financial decisions.

The culture at Advance Capital is very supportive. It truly feels like a family here. The firm is not caught up in sales goals or putting pressure on advisers to close deals at any cost. This allows me to uphold the fiduciary standard and provide advice to clients that will benefit their lives whether they hire me or not.

I would describe Advance Capital’s culture as one that puts the client first at all times. The firm has been around for over 30 years and continues to have a culture rooted in accountability and doing what’s right for the client.

What’s happening with your money shouldn’t be a mystery. Client education is a critical part of the financial planning process because it gives clients greater peace of mind and increases the probability of success in retirement. As we discuss your retirement and financial goals, I like to simplify concepts and confirm my clients understand what I’m doing and why. I believe my clients and I have a partnership and I want them to be confident in the decisions we make together.

It’s rewarding to help someone retire, get out of debt or achieve whatever financial goal they set. I love seeing hard working people achieve retirement and maintain the financial stability to truly enjoy their lives – they have earned it.