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Scott M. Culiner, CFP®

1954 Greenspring Drive, Suite 515
Timonium, MD 21093
Phone:
  • Office-(410) 823-3399
  • Cell- (410) 340-0875
Fax:
  • (410) 823-4144

Investment Advisor Representative

  Scott Culiner, CFP®

Welcome to my web site.

I have been helping individuals, families, and businesses realize their financial goals since 1987.  My reputation is based on the strong relationships I have formed with my clients and my commitment to excellence. My goal is to provide my clients with the professional knowledge and experience necessary to help them achieve their financial goals, offering ongoing service, individual attention and advice as their needs change.

I graduated Towson University with a bachelors degree in health services management in 1987. I earned the  CERTIFIED FINANCIAL PLANNER(TM) certification   through the College of Financial Planning in Denver, Colorado in 1994. 

Recognition & Awards

  • Selected as a "FIVE STAR Wealth Manager" 2013, 2014, 2015, as advertised in Baltimore magazine.

Professional Services

  • Financial Needs Analysis
  • Retirement Income Strategies
  • Asset & Portfolio Management
  • 401(k), 403(b), 457, and DROP rollovers
  • General Securities
  • Mutual Funds
  • Fixed  & Variable Annuities
  • Life, Disability, & Long Term Care Insurance
  • Small Business Plans- 401(k), SEP, SIMPLE
  • Estate Conservation Strategies

Professional Qualifications

  • FINRA Series 6, Series 7, & Series 66 Licensed               
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Investment Advisor Representative
  • Life and Health Insurance Licensed

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R),CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Five Star Wealth Manager award is a client services award issued by Five Star Professional, based on an overall evaluation socre of a wealth manager that reflects an average of all respondents and may not be representative of any one client's experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsementof the wealth manager by Five Star Professional or magazine.

 

Videos

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