Words of Praise

Robert J. Cullen is a writer, speaker and consultant with a gift for making complex issues understandable. He is the president of Retirement Planning and Management Group, a full range financial planning firm with special focus on the needs of elderly clients and their families. His work, coupled with experience as a reporter and financial journalist, propelled him to become an expert on the Medi-Cal system and the financial needs of seniors, baby boomers, and concerned children of elderly parents. In the process, he developed a new paradigm for understanding Medi-Cal eligibility rules and became a sought-after consultant on Medi-Cal to seniors and financial and legal advisors. Bob gained national prominence through articles in the Los Angeles Times, Medical Economics, Financial Planning Magazine and other publications. He maintains a busy financial planning and consulting practice in Upland, California.

Robert J. Cullen serves as president of Retirement Planning and Management Group, a registered investment advisor. He is also branch manager for LPL Financial Services, a national brokerage firm that serves independent financial advisors. LPL Financial is a member of FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Association). These organizations may be contacted through WWW.FINRA.ORG and WWW.SIPC.ORG, respectively.