J. P. Cullen
Senior Vice President - Investment Officer @Wells Fargo Advisors
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WORK HISTORY
Senior Vice President - Investment Officer @Wells Fargo Advisors
Wells Fargo Advisors does not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
EDUCATION
Hampden-Sydney College
B.A., Classical Studies
ABOUT J. P. CULLEN
WHAT I DO: I help high-income and high-net-worth individuals grow their wealth and pursue their passions while not allowing those pursuits to derail their long-term goals.WHAT MAKES ME UNIQUE: I hold a private pilot’s license with instrument and multi-engine ratings, and I have completed 4 Ironman triathlons. I take the same multidisciplinary mentality required to be successful in those fields and apply it to investment planning.I see my job as helping clients tackle life’s biggest questions. What are their hopes and dreams? What/Who matters most to them? How can their money best bring significance to their life and legacy?My role is to help individuals answer those questions and use my 30+ years of experience in the multiple disciplines of comprehensive wealth management to create a flight plan that strives to ensure their money safely gets them to their destination.I’m also an advocate for enjoying life now and helping clients match their money with shorter-term passions while not allowing those pursuits to sabotage their longer-term goals.WHO I WORK WITH: I work with high-earning and high-net-worth individuals who want to grow their wealth, enjoy life now, and use their money to fulfill a life and legacy of significance. This includes:🧑 Pilots Aircraft Owners Business Owners Executives Professionals Retirees People approaching retirementSERVICES I PROVIDE: Private Wealth Management🧾 Income Tax Strategy Estate Planning Retirement Income Planning Philanthropic Planning Portfolio Management Risk Management Business Transition/Exit Services InsuranceREADY TO TALK? Reach out to me at 86••••••82 or visit my website.This information is intended for use by residents of AL, AR, CA, CO, FL, GA, ID, MI, NC, OH, OR, PA, SC, TN, TX, and VA and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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