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Paying Attention to People

Cullen Financial Advisors offers long-term, comprehensive financial planning for a diverse Bay Area clientele, providing financial solutions with integrity and an understanding of the many types of human relationships.

Using Perceptive Financial Planning Cullen Financial Advisors

Cullen Financial Advisors adopts a select identity. It provides financial planning for diverse investors, communicating and implementing investment strategies for clients who reflect the unique social makeup of the Bay Area.
A Long Term Relationship

Cullen Financial Advisors promotes the one essential of financial planning: a holistic, long-term relationship with each client. It recognizes that investors' needs change over time, prompted by the milestones of life new partners, new children, new homes and new careers. Mere financial products may fail to address these changing needs. Custom financial plans address these concerns. We invite you to familiarize yourself with the resources and mission of Cullen Financial Advisors by visiting this site.

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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities offered through SagePoint Financial, Inc., member FINRA, SIPC. Advisory services offered through Cullen Financial Advisors, a Registered Investment Advisor not affiliated with SagePoint Financial, Inc. Certain insurance products are offered by Michael S. Cullen as a licensed agent independent of SagePoint Financial, Inc. This message and any attachments contain information which may be confidential and/or privileged, and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message. If you do not wish to receive marketing e-mails from this sender, please send an email to or a postcard to the address shown above.

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