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David Cullen, CFA

David Cullen, CFA

CEO and Founder


David has more than 40 years of wealth and investment management experience including Bank of Oklahoma and PNC Financial. He started Heritage Trust Company, a state-chartered trust bank in 1992 and also founded ParentBroadcast, one of the country's first school-to-parent notification services. David obtained a bachelor's degree in finance from John Carroll University and an MBA from Gannon University. He is a Chartered Financial Analyst which is considered the golden standard of financial certification. 


I love grandparenthood. If you’re a grandparent, you get it. If you’re not, get ready for the best time of your life. Fortunately, both my grandkids live in Erie, so I get plenty of “Papa” time.


Erie, PA

Favorite Quote:

"You will get all you want in life if you help enough people get what they want.” -Zig Ziglar

Why I do what I do:

My favorite activity is spending time with family and my life-long friends. My second favorite thing to do is pursue my passion of being an entrepreneur - starting and growing a new business. Founding Evident Financial is the culmination of my career goal. Being in my 60's and helping people my age navigate retirement is very rewarding.