Wendell Fuller (CFP®)
Wendell Fuller focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Wendell B. Fuller, CFP® is President and founder of Fuller Wealth Advisors, Inc. after extensive experience in advising and managing assets of affluent families and individuals for ten years with a nationally recognized NAPFA firm where he was financial strategist for clients in all areas of their wealth management initiatives. Clients not only value Wendell’s capacity as a CERTIFIED FINANCIAL PLANNER™ practitioner, clients appreciate Wendell’s unique combination of financial acumen and affable nature. He excels at making sophisticated financial planning and investment strategies accessible and easily understandable for all clients. Wendell particularly loves the combination of personal consulting and financial analysis afforded by this work.Wendell’s broad and diverse experiences in working with clients varying from corporate executives, managers and employees to medical professionals, college professors, retirees and small business owners have allowed him to build an expertise integrating unique and specific planning and investment strategies that suit a client’s individual needs and requirements according to their life objectives. Wendell possesses specialized skills in portfolio design and allocation, managing concentrated equity positions, stock options, portfolio optimization, ongoing investment management and implementing investment strategies developed to address financial, tax and estate planning issues. Other areas of expertise include cash flow and retirement planning, education planning, philanthropic gifting and risk management. He is also uniquely skilled in the planning and implementation of real estate acquisitions, business planning and life event planning.
Additional Information
Prior to entering the fee-only financial planning and investment management field, Wendell worked for six years with Invensys plc, a global leader in industrial process automation software. He began his career as an Electrical Engineer with Philip Morris USA where he honed his quantitative and analytical skills for more than eight years.Wendell graduated from Memphis State University with a Bachelor of Science degree in Electrical Engineering. Wendell is constantly expanding his expertise and knowledge by actively participating as a registered financial advisor of the National Association of Personal Financial Advisors (NAPFA) and serving on the Board of Directors of the Financial Planning Association of Central Virginia as Director of Pro Bono and Public Relations.
NAPFA Start Date
December 21, 2005
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