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Our 3 Pillars to Financial Success

We want every individual to have a strong foundation for their financial journey, whether they are our clients or not. Because your financial success drives everything that we do. There have been countless studies to determine what were the best indicators of financial independence and the results always point to three things: Having basic financial literacy knowledge, Having a financial plan to map out goals and objectives and how you'll get there, and Having disciplined personal finance habits. We want to empower and encourage every person that we work with to possess these three pillars of financial success.

Financial Literacy

Everyone should have basic knowledge and understanding of common finance terms and concepts. Like credit vs debit, saving vs. investing, loans, debt types, how to build your credit score, etc.

Financial Plan

This is your financial roadmap of how to get from Point A to Point of your financial journey. Without a financial plan, your road to retirement is nothing more than hoping you will get there one day.

Personal Finance 

Personal Finance requires  you to use your financial literacy skills and apply that to your life. This includes things like budgeting, investing, managing debt, and sticking to your financial plan.

Encouraging and Empowering women
Minorities, Youth & the 
underprivileged  to Thrive

At Cullen Cioffi we believe that investment advice should instill confidence and peace of mind. Our passion is twofold: educating to give you confidence in your financial decisions while helping you navigate and prepare for all the stages and experiences of your life.

Financial advising is a close relationship built on trust. Understanding your goals and values are the cornerstones of building trust. This is why our team brings their passion and expertise for helping others to the table for every conversation. We are here to help you get, as well as give, wealth advice; to be a partner who provides ongoing financial education along with the tools and resources you need for long-standing prosperity. As a firm, we encourage and empower women, minorities, the youth and the disadvantaged to thrive, both in their investments and in their careers.

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How We Encourage & Empower

We want to ensure the financial success of every person that asks for our help. We also believe in helping the communities that we call "home" in any way we can. This is why our advisors devote their time and knowledge to do pro-bono work for the people in our communities who need it most.

Financial Planning

One-on-One Financial Coaching

Financial Literacy Courses

Helping To Budget

Creating Goals & Objectives

Learn About Saving & Investing 

Understanding & Managing Debt

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Contact Cullen Cioffi
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