Cullen  Fischel,  CFP<sup>&reg;</sup> - Financial Advisor

Cullen Fischel, CFP®

CLU®, ChFC®

CEO & Financial Planner

8472 E Washington St # 220
Chagrin Falls, OH 44023
FINANCIAL ADVISOR'S WEBSITE
(216) 223-8302 CONNECT WITH Cullen
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General

Cullen Fischel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Chagrin Falls, OH and the surrounding communities.

Financial Advisor Overview

Cullen Fischel is a Cleveland, OH fee-only financial planner. Prosperity Financial Design provides comprehensive and objective financial planning and socially responsible investing to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cullen Fischel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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Financial Advisor Experience

Cullen Fischel, CFP® is the founder and financial planner of Prosperity Financial Design, an independent financial planning firm in Cleveland, OH. He works with individuals and families all over the country to bring sustainable growth to their financial lives. Cullen's goal is to make investing and financial planning easy by using the best financial resources and ideas for his clients. He takes a comprehensive, holistic approach to managing his clients' finances that includes: Comprehensive Financial Planning Cash Flow Analysis Customized Investment Strategies Socially Responsible Investing (ESG/Sustainable/Impact Investing) Retirement Planning Social Security Timing Strategies Prosperity Financial Design offers financial planning services for wherever you are in life. Reach out today for a 20-minute, no obligation conversation about your financial goals. When he's not running financial calculations, Cullen loves backpacking in our nation’s beautiful parks and spending quality time outdoors with his wife and daughter. His love of family and nature combined to form the mantra of his practice - to empower you to align you pocketbook with their principles. He cares deeply about your unique story and works mindfully to ensure that you can tell it with purpose and confidence.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth

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Helpful Financial Planning Resources