James F. Kull,  CFP<sup>&reg;</sup> - Financial Advisor

James F. Kull, CFP®

CFA, JD

Principal

Cypress Point Wealth Management

4264 Westlake Drive
Austin, TX 78746
(512) 474-2188

General

James Kull is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cypress Point Wealth Management in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Admitted to Bar

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances

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