Cullen Fischel (CFP®, ChFC®, CLU)

Cullen Fischel focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

As a fiduciary and commission-free financial advisor, I make retirement planning easy for people who are thinking about retirement (typically, age 40+).

I offer a variety of financial planning services for wherever you are in life. If you have one or two financial questions that need to be answered, we will work on an hourly basis so you only pay for the advice that you need. If you have real retirement planning needs, our ongoing retirement planning service is one of the best and is priced to compete!

Together, we will make great financial choices that have a lasting positive impact on your financial future. So, stop worrying about your money and get back to living your life!

Be sure to check out our blog for free financial insights!

We believe in 100% transparency, which is why our public website lists all of our beliefs, our services, and our pricing.

Click here to check us out, or reach out today for a 15-minute, no obligation conversation!

Additional Information

Over time, I came to understand that retirement planning is the most effective financial service available. Every financial decision you make in life is ultimately tied to retirement. That's why we keep the end in mind when planning for your near-term financial needs.

Additionally, I came to the conclusion that how you invest your money not only impacts your financial future, but it impacts countless other lives. That is why I make ESG investing (socially-responsible investing) an offering for individuals who are growing their wealth.

I am an outdoorsman at heart (particularly when it comes to exploring parks). On the weekends, you'll find me spending quality time outdoors with my family.

Proudly affiliated with the following organizations:

National Association of Personal Financial Advisors (NAPFA)
Certified Financial Planner Board of Standards, Inc. (CFP Board)
Financial Planning Association (FPA)
XY Planning Network (XYPN)
Fee-Only Network

NAPFA Start Date

May 29, 2020


This Office

40 Heather Ct Chagrin Falls, OH 44022-3247 Phone: (216) 223-8302