AeroLeads people directory · profile
Daniel Czulno, Cfp® Email & Phone Number
COO and Director of Financial Planning
at
Joule Financial
1 work email found
@joulefinancial.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
COO and Director of Financial Planning
Location
Lexington, Kentucky, United States
Company size
Who is Daniel Czulno, Cfp®? Overview
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Quick answer
Daniel Czulno, Cfp® is listed as COO and Director of Financial Planning at Joule Financial, a with 2 employees, based in Lexington, Kentucky, United States. AeroLeads shows a work email signal at joulefinancial.com and a matched LinkedIn profile for Daniel Czulno, Cfp®.
Daniel Czulno, Cfp® previously worked as COO & Director of Financial Planning at Joule Financial and Co-owner & COO at Tcventures. Daniel Czulno, Cfp® holds Bachelor'S Degree from Lincoln Christian University.
Company email context
Email format at Joule Financial
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*@joulefinancial.com
71% confidence
AeroLeads found 1 current-domain work email signal for Daniel Czulno, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Daniel Czulno, Cfp®
A business-minded strategic thinker with a passion for creating change. Experienced in leading staff teams of 3 to 40 and volunteer teams of 100+. Possessing a background in fast-paced and quick growing businesses in both the nonprofit and for-profit sectors.
Listed skills include Team Building, Marketing Strategy, Budgets, Strategic Planning, and 20 others.
Current workplace
Daniel Czulno, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Joule Financial
5 roles
Daniel Czulno, Cfp® work experience
A career timeline built from the work history available for this profile.
Coo & Director Of Financial Planning
Managing relationships with high net-worth clientsCreating long-term financial plans and strategies for clientsDeveloping scalable operations to achieve increasing annualized growthManaging a marketing strategy to increase prospective clients and closed leadsSuccessfully managing financial forecasting and operating budgetsCreated and maintaining a compliance program to stay compliant with industry regulations
Co-Owner & Coo
Tcventures
Co-owner and operational guru for a business focused on investing capital in good ideas.Focused on start-ups (online, technology, or locally based) and other investment opportunities.Operated Tickerville.com, an online community for stock traders and investors.
Sep 2012 - Sep 2015
Director, Business Administration (Two42 Ministry)
Managed business operations in a multi-site venue with 15,000+ in attendance per weekendAssisted with the development and launch of additional sitesProject managed a $750,000 renovation of existing common space into a cafe and retail spaceGrew revenue-generating areas of the nonprofit to being a contributor to the general fundManaged a team of full and part-time staff along with 100+ volunteers
Mar 2005 - Mar 2009
Intern
Co-led a mid-week program including speaking, service flow, and creative elementsDeveloped in-house curriculum for youthAssisted with counseling, hospital visits, and crisis care for youth and families
Aug 2002 - Mar 2005
1 education record
Daniel Czulno, Cfp® education
FAQ
Frequently asked questions about Daniel Czulno, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Czulno, Cfp® work for?
Daniel Czulno, Cfp® works for Joule Financial.
What is Daniel Czulno, Cfp®'s role at Joule Financial?
Daniel Czulno, Cfp® is listed as COO and Director of Financial Planning at Joule Financial.
What is Daniel Czulno, Cfp®'s email address?
AeroLeads has found 1 work email signal at @joulefinancial.com for Daniel Czulno, Cfp® at Joule Financial.
Where is Daniel Czulno, Cfp® based?
Daniel Czulno, Cfp® is based in Lexington, Kentucky, United States while working with Joule Financial.
What companies has Daniel Czulno, Cfp® worked for?
Daniel Czulno, Cfp® has worked for Joule Financial, Tcventures, and Central Online.
Who are Daniel Czulno, Cfp®'s colleagues at Joule Financial?
Daniel Czulno, Cfp®'s colleagues at Joule Financial include Logan Gilland and Vinson Bunting.
How can I contact Daniel Czulno, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Czulno, Cfp® at Joule Financial, including work email, phone, and LinkedIn data when available.
What schools did Daniel Czulno, Cfp® attend?
Daniel Czulno, Cfp® holds Bachelor'S Degree from Lincoln Christian University.
What skills is Daniel Czulno, Cfp® known for?
Daniel Czulno, Cfp® is listed with skills including Team Building, Marketing Strategy, Budgets, Strategic Planning, Leadership Development, Leadership, Strategic Financial Planning, and Nonprofits.
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