I have had the privilege of serving alongside Daniel since 2009 and there is no question Joule wouldn’t be where it is today without his talents and tireless work ethic. While internally we’ve always been well aware of his excellence, it is nice to see him gain outside recognition.

Please join me in congratulating Daniel Czulno as being named as one of the top 50 Next Generation Advisors to watch in the US, by Advisor Hub. This recognition is well deserved, and we couldn’t wait to share it with you!

50 Next Gen Advisors to Watch
Daniel Czulno, CFP® Joule Financial — #41*

*Daniel was listed as #41 out of 50 Next Gen Advisors for the period of 2023. The criteria was based on firm growth, individual attributes such as designations and involvement. This is NOT a paid listing.

Disclosures

Joule Financial, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Joule’s current written disclosure brochure filed with the SEC which discusses among other things, Joule’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov

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