Milton E. Fullen,  CFP<sup>&reg;</sup> - Financial Advisor

Milton E. Fullen, CFP®

CPA,ChFC,CLU

President

Fullen Financial Group, Inc.

3720 North High St
Columbus, OH 43214
FINANCIAL ADVISOR'S WEBSITE
(614) 946-6052

General

Milton Fullen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fullen Financial Group, Inc. in Columbus, OH and the surrounding communities.

Financial Advisor Overview

Fullen Financial Group was established in 2004 by Milt Fullen, who wanted to form a truly independent wealth management firm to provide financial advice without the distraction of company quotas or having to sell proprietary products. This provides the freedom necessary to develop personal solutions based on each individual’s circumstances and to apply independent methods and strategies to achieve your financial goals

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Financial Advisor Experience

Milt Fullen has over 30 years of experience in the financial services industry. Before establishing Fullen Financial Group he held various executive positions inside prestigious insurance and employee benefits organizations. In this capacity, he participated in the development, pricing and testing of many of today’s financial products. As a result he has a unique understanding of how most of today financial products can be expected to perform. He also takes education very seriously as he has earned and maintains through continuing education the most prestigious designations and qualifications in the financial planning and investment advisory industry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL, CLU

Insurance Licenses

  • Life insurance: OH
  • Health/disability insurance: OH

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources