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Gerald Culbreth, LUTCF Culbreth Financial Group 850-222-0930 |
Gerald Culbreth has been in the financial services industry for over 25 years. He has worked closely with teachers, administrators and state employees in retirement planning in Tallahassee and the panhandle area. The Culbreth Financial Group has specialized in asset accumulation, asset protection and wealth distribution.
He has a B.S. degree from Troy State University and a Master's Degree in administration and supervision. Before entering the financial services profession, he was employed as a teacher and coach for 15 years. His approach to financial services is to take a snapshot of the client's current situation and gather data of the client's assets, liabilities, pensions, 401(k), etc., personal savings, insurance and investments. After gathering this data, a comprehensive analysis is made and a recommendation is presented based on the client's needs and goals.
He earned his LUTCF designation from the Life Underwriting Council and has served on several professional association boards. Numerous industry and company awards have been earned by Gerald. Some include the coveted industry Million Dollar Round Table, National Quality Award and National Sales Achievement Award. He has qualified for his company's Million Dollar Conference for the past 25 years.
Gerald is active in his church and in community and civic organizations in the Tallahassee area. He is married and has two children and three grandchildren.