Inland Financial Planning

Richard Cullen is a CFP® with 13 years of industry experience, currently serving at Inland Financial Planning in Spokane, WA. His prior roles include positions at Cullen Financial Planning LLC, Lodestone Wealth Management, and Northern Capital Management, among others. Cullen is also an officer in the Washington Air National Guard, where he has served since 2006. Additionally, he is involved in a family business that coordinates the manufacturing and sales of gardening and harvesting aprons. Inland Financial Planning provides wealth management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm manages discretionary portfolios using a combination of quantitative and qualitative analysis, incorporating core-and-satellite allocations and offering participant educational workshops and retirement plan advisory support.

Jennifer Traynor is a financial advisor at Inland Financial Planning in Spokane, WA, with two years of industry experience. She holds a Series 65 designation and previously worked for Fidelity State Bank & Trust Co. and Noonday Collection. Inland Financial Planning provides wealth management, comprehensive financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm combines quantitative and qualitative analysis in its investment approach, utilizing core-and-satellite allocations and offering both discretionary portfolio management and participant educational workshops.