Meet Joe Cullen
I always wanted to be a teacher and coach – and that’s what I get to do as a financial planner. Ultimately, I get to help people set-up a game plan for personal and financial success.
My specialty is helping people manage their cash flow, which is where I believe most efficiencies can be picked up. For example, I coach clients on what to do with each dollar that comes through the door. Should we immediately pay off debt, deposit in the bank, or invest? I offer strategic ways to evaluate and optimize these decisions, because managing money today is very different from the “piggy bank” mentality that many of us were taught while growing up.
Head of Wakefield Office