Andrea Bulen

CFP®

Shakespeare Wealth Management Inc.

Financial Advisor

Andrea Bulen

CFP®

Shakespeare Wealth Management Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Andrea Bulen, CFP®

(262) 814-1600

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

Andrea Bulen is a Pewaukee, WI fee-only financial planner. Shakespeare Wealth Management Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andrea Bulen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.

Andrea Bulen is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Andrea Bulen is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Andrea Bulen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Independent Registered Investment Advisor (RIA)
    Shakespeare Wealth Management Inc. is an Independent Registered Investment Advisor (RIA)

    Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. RIA is not a designation, credential, endorsement, membership organization, or award. A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.

Contact Andrea Bulen

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Office Locations:

  • N22 W27847 Edgewater Drive
    Pewaukee, WI 53072
  • 150 N. Sunnyslope Rd
    Brookfield, WI 53005
  • Milwaukee, WI 53202
  • Oconomowoc, WI 53066
  • Waukesha, WI 53189

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