Paul Culbreth (CFP®)
Paul Culbreth focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Paul Culbreth, CFP® specializes in financial planning and the management of macro economy governed, risk-based portfolios. He also provides fiduciary reviews of life insurance and annuity products, cash management and the management of employer sponsored retirement plans.Additional Information
Paul Culbreth, CFP® is a fee-only advisor and does not sell products or accept commissions. He provides holistic financial planning and wealth management services tailored to the financial goals of his clients. His mission is to help clients achieve their financial goals and objectives through financials planning and risk-guided wealth management.NAPFA Start Date
October 20, 2023
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.