Andrea  Bulen

Andrea Bulen

| CFP®

Shakespeare Wealth Management Inc.

(262) 814-1600

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Fee-Only Financial Advisor Serving Milwaukee, WI and the Entire Lake Country Area

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

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N22 W27847 Edgewater Drive
Pewaukee, WI 53072

150 N. Sunnyslope Rd
Brookfield, WI 53005


Milwaukee, WI 53202


Oconomowoc, Wi 53066


Waukesha, WI 53189

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Andrea Bulen is a Pewaukee, WI Fee-Only Financial Planner serving Pewaukee and all surrounding areas. Shakespeare Wealth Management Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Andrea Bulen is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Andrea Bulen brings 10 years of experience working as a financial planner to the Shakespeare Team. She helps clients identify, prioritize, and work toward their financial goals.

Kevin Reardon, president of Shakespeare, states, “Andrea brings a wealth of experience to us as a seasoned financial planner. She has been an immediate asset to the firm, and furthers our mission in providing the highest level of advice to our clients.”

Ms. Bulen earned her BS and Master’s degrees from the University of Minnesota. She began her professional career working as a project manager in a public policy research firm that studied socio/economic trends in metropolitan areas.  

Finding interest in studying social and financial trends at the micro level rather than macro level,
Andrea transitioned her career into personal financial planning. After several years of helping individuals with their investment and financial plans, Andrea earned her CFP® designation in 2009.   

Andrea grew up in Pewaukee not far from the Shakespeare office, and currently lives in Merton with her husband and three children.  She spends most of her free time with her children, teaching Sunday school, running, biking and participating in triathlon events.   

Andrea looks forward to helping Shakespeare clients and their families with their financial planning for years to come.
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We are a Fee-Only Registered Investment Advisor. We specialize in working with successful individuals who prefer a personalized approach to their wealth management needs. We take a holistic approach to our client's financial situation, advising them on issues such as: estate planning, investment management, retirement planning, risk management and insurance, charitable giving, and educating younger family members about finances. When accepting a new client, we are taking on the responsibility of guiding you and your family into the future, understanding that our advice will have a lasting impact for generations to come. That responsibility is a badge of honor for Shakespeare, and we are honored by our clients trust and confidence.
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