Casey Cullen, BBA, CIMInvestment Advisor
Casey takes a holistic approach to investment planning. He knows that each of his clients have unique investment goals, tax, and estate planning needs. He works with clients that have mutual commitment and accountability to reach their goals. Beyond investing, there are many financial decisions that need advice whether it be business, personal or philanthropic, and this is where Casey and Bradford Wealth Partners meld a comprehensive wealth management strategy. He walks his clients through a framework that defines and documents personal and professional goals creating an accountability matrix. Next, he implements a plan to reach each goal that may include investment solutions, risk management, tax planning, family wealth and estate planning, and more.
Casey is a graduate of Thompson Rivers University with a Bachelor of Business Administration, is a Chartered Investment Manager (CIM) and is recognized by IPC Securities. He has been working with the Bradford Financial Team since 2011 and in 2017 became co-owner of both the Kamloops and Williams Lake, BC offices with Vanessa Cullen. Casey completed his Derivatives Fundamentals and Options License is 2017; allowing him to broaden his offering to clients. In 2019, Casey and his associate Hee Young Chung launched Bradford Wealth Partners; a high net worth offering under the Bradford group of companies.
Casey holds his strong relationships with his family, clients and friends dear to him. Casey has always been heavily involved in sports. Along with his colleague, Hee Young Chung, he was a member of the Thompson Rivers University soccer team and he continues to enjoy an active lifestyle with soccer, golf, and being outdoors.