Milton Fullen
CFP®, CPA, ChFC®, CLU®, CASL®
Fullen Financial Group, Inc.
President and Senior Financial Advisor
Milton Fullen
CFP®, CPA, ChFC®, CLU®, CASL®
Fullen Financial Group, Inc.
President and Senior Financial Advisor
As a fee only planners and fiduciary advisors, we are candid in our advice, transparent in our fees and competent in our services. We embrace the principles to successfully make prudent decisions with you about your financial future. - Milton Fullen, CFP®, CPA, ChFC®, CLU®, CASL®
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country
Milton Fullen is a Columbus, OH fee-only financial planner. Fullen Financial Group, Inc. provides comprehensive and objective financial planning, investment management and tax strategies to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Milton Fullen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Milt Fullen is a CPA and CFP® with more than 30 years of experience in the financial services industry, having spent much of that time as a financial executive at large insurance and employee benefits organizations. In 2004, Milt founded Fullen Financial Group, combining the high professional standards of the CPA profession with his extensive industry experience and expertise. Milt is a graduate of Otterbein College with a Bachelor of Arts degree in Economics, and has earned some of the most prestigious designations in the financial services industry.
Milt is a past president of the Central Ohio chapter of Financial Executives International and the Civitan Club of North Columbus. He has served on the Ohio Society of CPAs’ Personal Financial Planning Committee and their leadership council. He is also a member of the Financial Planning Association of Central Ohio and the American Institute of CPAs. He lives in Clintonville with his wife and has two grown daughters.
Milton Fullen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
"Clients come first" is not just a saying, it is built into the fabric of Fullen Financial's organization and guides everything we do. Helping our clients achieve financial freedom, represented by the unique set of individual goals they might have, is how we measure our success. In addition to Milt Fullen, the firm has Kevin Fix CPA/PFS as Senior Financial Advisor and Joseph Fullen CFP as Financial Advisor.
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
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Milton Fullen is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Milton Fullen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Milton Fullen is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Milton Fullen is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Milton Fullen is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Milton Fullen is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
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Milton Fullen is a Chartered Advisor for Senior Living (CASL)CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.
Contact Milton Fullen
Office Locations:
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3720 North High St
Columbus, OH 43214
