Ian Cully, CFA, CFP®
Financial Advisor & Partner
Ian@AspireWealthArchitects.com
“How can we improve the client experience?”
Ian is at the forefront of the service-based financial advising wave. He pursues an understanding of the current landscape of the financial planning role and how it can be developed further.
Ian has witnessed first hand the value that financial planning can have in a client’s life. This experience drives Ian to fulfill the promise of providing ongoing fiduciary services to his clients.
Ian’s experience provides Aspire with a combination of technical expertise and financial planning aptitude. His career began in web-application development where he learned the ins-and-outs of technology architecture as a systems analyst. Ian is a CFA® charterholder.
Ian’s ability to navigate current advisor technology and provide impactful financial advice makes him a treasured asset to Aspire and its future. Ian ensures that we continue innovating our financial planning services, understanding of the capabilities of each tool we use, and how we can take advantage of every opportunity available for our clients.