Cullen Fischel, CFP®, CLU® Prosperity Financial Design

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About Cullen Fischel, CFP®, CLU®, ChFC®

PROSPERITY FINANCIAL DESIGN is the place where finance and values connect meaningfully.

CULLEN FISCHEL is a fee-only and fiduciary Certified Financial Planner® professional with nearly a decade of wealth management experience. He is physically located in the greater Cleveland, Ohio area, but he serves individuals nationwide using the latest in digital communications technology.

Cullen loves ultralight backpacking in our nation’s beautiful parks and spending quality time outdoors with his wife and daughter. His love of family and nature combined to form the mantra of his practice. Cullen founded Prosperity Financial Design to empower people to align their pocketbooks with their principles. He cares deeply about your unique story and works mindfully to ensure that you can tell it with purpose and confidence.

If your principles include a deep care for your impact on the world, consider connecting today to learn more about how we can craft an investment plan that puts your money to work in the best companies that are sensitive to ESG (environmental, social, & governance) issues.

If your principles include a concern for keeping more of what you make, consider connecting today to learn more about how we can comfortably increase your savings rate by minimizing your taxes and making your investments more efficient.

As a client, you get clear and objective financial planning and turnkey investment management without any commissions-driven sales pressure. Your partnership with Cullen will encompass your whole financial life and will give you the clarity and strength to achieve the goals that are nearest to your heart.

Connect with Cullen by phone or email to learn how we can make real and measurable improvements to your life. He is looking forward to hearing your story!

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Ideal Clients

  • Established Professionals
  • Gen X
  • Holistic Financial Planning
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Hourly Fee: $250+/hr
  • AUM: 0.80%

SEC Records

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