"Action is the foundational key to all success"  - Pablo Picasso

Zullo Financial Strategies, LLC is a financial services firm committed to helping people achieve their financial goals. I offer a wide range of financial products and services to individuals and business owners. By providing sound financial information and guidance, I believe you will be better able to identify your goals and make decisions to help reach them.

Over the years I have found myself in introspective moments thinking about life and the complexities that life brings. Rewind to 1997 in Boulder, CO working full time to pay for college, life, and my apartment that was a whopping $200 per month. Working at an outdoor gear and clothing store meant that I was quickly acquiring expensive hobbies while only making $5.80 per hour. Even if I was able to get 40 hours a week my earnings only totaled $928 per month BEFORE taxes.

I can remember times when I felt there was no way I would make it all work. How could I support myself with food and shelter, pay all my bills, and maybe still have a little fun? Now I realize that things were also very simple then. I had no mortgage, no car payment, no family demands, no business to manage, no estate planning worries, no retirement to plan, no education to fund beyond my own, and really no stress.

Life has a funny way of creating complexity. Just when you think you have it all worked out, things come up and more demands are placed on you. If you don't have your financial life in a firm footing, you're less likely to be resilient.  You're also less likely to get what you want out of life.

I found my professional purpose when I discovered how much satisfaction I get from helping people put a plan in place to protect and plan for their financial future. Early in my career working in the insurance industry I began to be exposed to what happens when people don't have a plan.   Ultimately this is what led me to where I am today. I continue to take great pride working with clients to help them identify and prioritize their goals and then assist them with thoughtful planning strategies. My goal is that these actions ultimately lead to less stress and financial independence. 

Please call me at 614.715.2258 if you have any questions about my firm, AXA Advisors, or the range of financial products and services I provide. I'd love the chance to help you create your own financial independence.