Dave Culler

Inspirer
DISC Type : di

Co-Founder, Financial Advisor at SummitOne Partners

San Francisco Bay Area, United States

Overview

Dave is the Co-Founder and Financial Advisor at SummitOne Partners, where he focuses on comprehensive financial planning for professionals and business owners. With designations including ChFC, CLU, and Certified Exit Planner (CExP), he specializes in protecting and maximizing client wealth through integrated strategies for retirement, college funding, and business succession.

Personality Overview

Confident & Optimistic

Charming & Persuasive

Decisive

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Topics They Care About

Business Exit Planning
As a Certified Exit Planner (CExP), he helps business owners maximize the value of their life's work and strategically plan for a successful sale and retirement.
Comprehensive Wealth Management
He employs a holistic approach to help clients mitigate wealth-eroding factors like taxes, inflation, and investment losses to achieve their long-term financial goals.
Long-term Client Relationships
His professional philosophy is centered on building lasting relationships with clients, understanding the real people and families behind every financial plan.

Media Appearances

Dave has no verified media appearances

Work History

11-2025
Co-Founder, Financial Advisor at SummitOne Partners
11-2025
Co-founder, Financial Advisor at SummitOne Partners
1-1986 - 10-2025
Financial advisor, ChFC, CLU, CExP at Pacific Advisors

Education

2011 - 2012
Certified Exit Planner from Business Enterprise Institute
1992 - 2009
Business Leadership/Entreprenuer from The Aji Network

More Information

Social Presence :

Prographics :

Exp : 39 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : Co-Founder, Financial Advisor at SummitOne Partners
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Insights For Selling To Dave

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Get them to a point where they are ready to bat for your product internally
  • Clearly address the competitive aspects

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t be very informal even if they are being so themselves
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dave is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Dave

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Dave move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Dave take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Dave

Personality Compatibility


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