Milt Fullen , CPA, CFP®

Wealth Advisor

Milt Fullen is a CPA and CFP® with more than 30 years of experience in the financial services industry, having spent much of that time as a financial executive at large insurance and employee benefits organizations. In 2004, Milt combined the high professional standards of the CPA profession with his extensive industry experience and expertise. Milt is a graduate of Otterbein College with a Bachelor of Arts degree in Economics, and has earned some of the most prestigious designations in the financial services industry.

Milt is a past president of the Central Ohio chapter of Financial Executives International and the Civitan Club of North Columbus. He has served on the Ohio Society of CPAs’ Personal Financial Planning Committee and their leadership council. He is also a member of the Financial Planning Association of Central Ohio and the American Institute of CPAs. He lives in Clintonville with his wife and has two grown daughters.