Skip to main content

Upcoming Webinar - Overcoming the Unexpected: Navigating Buyouts and Layoffs

Meet Cullen Prena, MBA


(800) 345-4783
Connect with Cullen on LinkedIn


About Cullen

Cullen is committed to helping individuals and families feel confident about their financial future. Taking a holistic approach, he educates and guides clients on all of life’s financial decisions involving investments, retirement, taxes, insurance, estate planning and more. His ultimate objective is to help people achieve their financial and retirement goals.

Prior to joining Advance Capital, Cullen served as a banker at JP Morgan Chase.

Cullen earned a Bachelor of Business Administration degree from the University of Oregon and Master of Business Administration from the University of Mississippi.

orange checkmark


  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
orange checkmark


  • BBA from the University of Oregon
  • MBA from the University of Mississippi


How do you explain your role to people who are not in the industry?

How does Advance Capital’s culture and resources contribute to your work?

How would you describe Advance Capital’s culture?

Describe the importance of client education in your process.

What do you find most rewarding about your work?


Cullen personally knows what it takes to work hard to achieve big goals. He was a two-time Division 1 NCAA All American in track and field, where he threw hammer and discus.