Best of the Best 2023

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RETIREMENT PLAN SUPPORT & ADVISOR SERVICES Aggregators – Chief Executive Officer of the Year

STRATEGIC RETIREMENT PARTNERS

Jeff Cullen

Jeff is the CEO of Strategic Retirement Partners. Jeff created SRP as a is talent focused, exists for people, organizations, and advisors to fulfill their potential, maintain best practices, invest in their future well-being, and protect that future. Jeff calls it our “Secret Sauce”. It’s our people, our standardized, repeatable processes, wrapped around by our proprietary, in-house built technology. At the start of SRP, Jeff’s vision was to build a unique offering in our industry that provides a true back-office support structure to advisors. By doing so, SRP’s advisors have more time to focus on servicing their clients, growing their practice and spending time with their centers of influence. Jeff believes in innovation and collaboration – regardless of your title.

Strategic Retirement Partners is an independent retirement plan consulting services firm that advises on plans representing the retirement aspirations of tens of thousands of employees. We support plan sponsors in understanding and addressing their fiduciary responsibilities to their plan, their employees, and their beneficiaries.

150 WealthManagement.com

*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

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