Elisabeth Cullington, Certified Financial Planner, CFP
Elisabeth Cullington is a certified financial planner and partner in
Cullington Hill Advisors Inc., a fee-only investment advisory firm in University
City. Her clients include executives, business owners and retirees. The San
Diego State University graduate obtained the certified financial planner
designation in 1988. A member of the Financial Planning Association and the
Collaborative Family Law Group, Cullington teaches retirement planning and
investing classes at local colleges and lectures on financial planning to
women's organizations and outplacement firms.
As a Certified Financial Planner and member of the premier wealth advisory
firm serving San Diego County and beyond, I believe that this is a time for
leadership, not idle thinking.
As a thought leader, I am developing new capabilities – creative ideas with
substance. I believe that conventional approaches alone are not sufficient for
these times.
By panning out, looking much wider than the markets and the macro forces at
work, I am able to deliver unconventional wisdom around wealth and develop
solutions that allow investors to restore control to their financial lives and
realize their life goals.
This is a critical time in which the financial services industry can rise to the
occasion with wisdom, creativity and trust. My firm and I have already begun
this journey, and we invite you to explore and evaluate whether it makes sense
for you.
Certified Financial Planner, CFP, Financial Professional, Collaborative
Professionals, Collaborative Family Law, Family Law San Diego, Collaborative
Divorce, California Certified Divorce Financial Analysts, Certified Divorce
Financial Analysts, CDFA, HoyleCohen, Hoyle Cohen, Senior Wealth Advisor,
independent wealth management, high net worth individuals, high net worth women,
financial advice to senior executives, financial advice to business owners,
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San Diego, independent wealth management, comprehensive wealth management,
estate planning services, retirement planning, investment management, investment
management strategy, investment management services, legacy planning, wealth
management for affluent families, personal wealth manager San Diego, wealth
managers San Diego, estate planning San Diego, financial planning San Diego
Ted Roman,
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BS (1995), U.S. Naval Academy; MBA (2003),
San Diego
State University;
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