Dave Culler in

Dave Culler

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Co-Founder, Financial Advisor at SummitOne Partners
📍 San Francisco Bay Area, United States

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.

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Experience
39 Years
Current Role
Co-Founder, Financial Advisor
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

How Dave shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dave cares 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.
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Career

Work history

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

Media appearances

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Education
2011 - 2012
Certified Exit Planner
Business Enterprise Institute
1992 - 2009
Business Leadership/Entreprenuer
The Aji Network
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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