Our Charitable Planning Specialist

Opportunity

Valley Medical Center Foundation (VMC) will provide you with the unique opportunity to strategize with David Culler to maximize the efficiency of your charitable giving.  He will work with you to envision a superior financial future, then help you, step by step, build towards that future.  They do this by showing you a clear picture of where you are today and listening to your concerns for tomorrow, to meet all of your financial goals. This includes retirement income, the inheritance you will leave behind, and the legacy you leave to VMC.  By recognizing your desires and spotting the things that must change, they can help you build financial wealth as you create richer lives for yourselves and your families.

David Culler

Financial Specialist 

Phone: (408) 392-7828
E-mail: dculler@pacificadvisors.com
David Culler serves as a volunteer team dedicated to assisting VMC donors and friends.  David is a Charitable Planning Specialist who has been involved with philanthropic organizations in a personal and professional capacity for over 20 years.

Earned Success:

David’s client base is diverse.  Many of his clients are small business people; most of whom founded and now run their own businesses.  While they are in many different industries, they share a belief in the future and in their respective abilities to influence that future.  Both individuals and business people realize the value of getting quality help, which is why many of them rely on David and his team here at Pacific Advisors to help them with their financial futures, which can focus on areas such as tailored retirement income strategies, succession planning for business owners, life insurance planning and effective asset allocation and coordination.

David M. Culler is a senior financial advisor with Pacific Advisor and serves as our volunteer planned giving officer.  For the past 20 years, he has been helping his clients address the numerous and varied challenges associated with financial planning.

Dave is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU).  He is a past president of the San Jose Chapter of the Society of Financial Service Professionals.

Please contact David to discuss the opportunities that are available to you.  He would be more than happy to talk with you about any of the planning concepts explained in this web site.

He can be reached by  phone at (408) 392-7828 or by email at: dculler@pacificadvisors.com