WHY US?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

Our Approach

FMI is an independent, fee-based, financial planning and registered wealth management advisory firm with four offices in Central and Eastern Washington. Since 1991, we have specialized in designing and implementing a Comprehensive Retirement Strategy as Retirement Planning Specialists.

Our Mission Statement

To guide our clients in making smart financial decisions through education, customized strategies, integrated technology and personal service.

Rich Cullen

Financial Advisor

Rich was born and raised in Spokane, WA ultimately graduating from Mead High School in the mid-90’s.  He then attended the United States Air Force Academy where he majored in Economics, and was captain of the Men’s Soccer Team and named the Most Valuable Men’s Athlete for the Air Force Academy in 2000.  Rich was fortunate to be offered a unique opportunity to continue to play soccer post-collegiately after being drafted by the Colorado Rapids of Major League Soccer.  A combination of the Air Force assignment system and providence brought him the Seattle-Tacoma area where he was fortunate to play soccer for the Seattle Sounders from 2001-2003 while simultaneously serving in the Air Force.

After one more assignment in the Air Force back to Colorado Springs, Rich his wife, Tamara, and their growing family settled back home in Spokane in 2007.  Rich has worked exclusively for fee-only investment advisory firms since joining the industry in 2013 as an Advisor Representative. At one point he held the Series 7  general securities representative and Washington State life and disability insurance producer’s licenses.  He also previously held the Registered Paraplanner (SM) designation, is currently enrolled in the Certified Financial Planner® course.  Rich has a deep conviction that his role as a fiduciary to clients is best executed in the transparency of a “fee-only” arrangement.

He is currently building his client base and brings significant experience in financial planning, wealth management, and employer-sponsored retirement plan design and servicing.  He relishes the opportunity to work with clients from all walks of life, and ideal clients are established professionals and retirees in both the accumulation and distribution phases.

When Rich is not working, he loves spending time with friends and family.  They can routinely be found on the sidelines of soccer fields supporting their four (yes 4!) daughters.  He also continues to serve in the Washington Air National Guard.

Licenses and Designations:

Series 65 Securities License held with Financial Management Inc.

Richard Cullen is not affiliated or endorsed by LPL Financial.

 

CONTACT US

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

 

Direct: 509-869-3907
Office Main: 509-443-5174 x 102
Fax: 509-315-4892

Email: rich@fmiwealth.net

221 West Main Avenue, Ste 200, Spokane, Washington 99201

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No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws.