David Cullen

900 State Street
Erie, Pennsylvania 16501
United States
Office Phone: 8144255182
Member since 2020
Membership Type: IACP

Profession(s)

Financial Professional

David Cullen has over 30 years’ experience as a subject matter expert in the field of financial planning and investment management. David’s specialties include workplace and individual retirement plans, financial goal setting, budgeting, and investment management.
David is CEO and Founder of Evident Financial, a Registered Investment Advisor (RIA) regulated by The Pennsylvania Department of Banking & Securities. As an RIA, Evident Financial is bound by the fiduciary standard of client care.

Area(s) of Practice: Financial Planning and budgeting, divorce financial analyst, investment management
License(s): Investment Adviser Representative CRD # 6577478 | Chartered Financial Analyst (CFA)

Professional Activities

Institute of Chartered Financial Analysts | Erie Innovation Fund Advisory Board | College guest lecturer ~ business ethics, entrepreneurship, financial advisory

Undergraduate Education

John Carroll University, B.S.B.A. in Finance

Postgraduate Education

Gannon University, MBA, Finance & Economics

Professional Education

Chartered Financial Analyst