Paul Culbreth, CFP®

Plan, Manage Risk, Grow, Enjoy Life.

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Culbreth Wealth Management, LLC Paul Culbreth, CFP®
Dacula, GA

Serving Clients Nationwide

Plan, Manage Risk, Grow, Enjoy Life.

Rated 5.0 out of 5
1 Certified Advisor Reviews™
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Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Paul Culbreth graduated from Georgia Southern University with a major in Finance in 2005. He immediately joined his father’s practice and has served as a financial advisor for 18 years, and a Certified Financial Planner® for 11 years.

Paul enjoys helping clients achieve their goals and objectives and manage risk along the way.

Paul has significant experience in risk management of investment portfolios and assisting clients in navigating the peaks and valleys of economic business cycles. He is uniquely positioned with an extensive background in insurance, providing him the expertise necessary to provide fiduciary reviews of life insurance and annuity products.

Away from the office, Paul enjoys spending time with his family, playing golf with friends, and relaxing on the beach.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board

Primary Location

2098 Teron Trace Ste. 700 Dacula, Georgia, 30019

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory call. We'll get to know each other, and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Culbreth Wealth Management was founded in 2023, but it started back in 1968.

Paul’s father, Al W. Culbreth, Jr., started his career as an insurance advisor with Mutual of New York (MONY) just before graduating from the Institute of Georgia Technology in the Spring of 1968. Over the years, he built a very successful insurance practice.

As his clients aged and the financial services industry evolved, so did he by attending executive education programs held at Harvard and Warton. He refocused his practice on retirement planning and wealth management, serving his clients in a new way. He would go on to build a very successful wealth management practice. He cared deeply for his clients, their loved ones, and their life savings that he managed.

In 2005, Paul Culbreth graduated from Georgia Southern with a bachelor's in Business and a major in Finance and joined his father in the family business. Paul learned at his father’s side, joined in on countless meetings, and took in as much of his knowledge as possible from his many years of experience.

Paul attended the same executive education programs along with his father for advanced learning and continued to grow the business by his side until he passed in 2014. As tough as the circumstances were losing a father, a mentor, and a business partner, Paul succeeded his father, continued to serve their clients, and grew the business to what it is today.

Paul is grateful for everything that he learned from his father and continues to carry on his legacy today. Al would be delighted to know that his legacy carries on with Culbreth Wealth Management.

Education

Georgia Southern University, College of Business Administration, Finance

Hobbies and Interests

  • Beach
  • Family
  • Golf

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement

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Culbreth Wealth Management

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 18, 2023
I have been working with Paul for many years. He and his staff have been very helpful with me with several rollovers from other accounts. He has been very attentive in looking after my accounts. We have several conversations each year to go over the accounts and how to handle them based on current economic indicators. Would highly recommend Culbreth Wealth Management.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Daniel Budd