Vanessa CullenCIM, CFP®, EPC

Certified Financial Planner®, Senior Associate

Vanessa grew up on a dairy farm in Pitt Meadows, B.C. After Douglas College Vanessa began her career as a Treasury Analyst in the Oil and Gas industry in 1985, where she completed her Canadian Securities Course and Certified Investment Manager designation. It was during this time that Vanessa was involved in major equity and bond dealings and learned the intricacies of stocks and bonds and how they were priced and traded. In 1993, Vanessa relocated to Kamloops to be closer to family and transitioned from Corporate Finances to Personal Financial Planning. She obtained her Certified Financial Planner in 2000 and holds the Elder Planning Counselor designation.

 

Vanessa purchased Bradford Financial in 2004 and has successfully transitioned the company from not only a Registered Deposit Broker service but a full-service financial planning firm. The Bradford Financial Team works with accountants and lawyers to offer a fully integrated financial plan for clients .

 

Vanessa enjoys working with retirees or those close to retiring as well as small business owners who want to enjoy living without money-stress. She meets with her clients on a regular basis to ensure their financial goals are being addressed with peace of mind. Vanessa is a contributing author in Financial Success for Women by Women, due out in the Spring of 2020.

 

Vanessa enjoys Bikram yoga, hiking, mountain biking and playing hockey – not watching. She is proud of climbing Mount Kilimanjaro and even more proud that she was able to drag her husband up with her. She could not be happier in her new role as grandma.