Our Team

Vince Cerullo, CFP®

Certified Financial Planner®

Vince entered the financial services industry in March of 1994.

He completed the Certified Financial Planning (CFP) course in 1997 and has maintained the designation since that time. The course involved extensive study in the areas of personal financial planning, portfolio construction, retirement planning, tax planning, business succession planning and related law. It also requires 30 hours of continuing education each year in order to keep the designation in good standing.

Vince’s philosophy of financial planning is based on the belief that successful financial planning is a long-term, ongoing project.

He begins with an in-depth questionnaire in order to determine your overall objectives and then tailors a plan to meet your needs.

Vince believes the foundation of a good advisor-client relationship is built on trust, honesty and integrity.

April Parlee, B.A.Hons., LLQP, and CCS™

Financial Advisor

After a 16-year career in personal lines insurance, April changed gears and entered into the financial services industry in December 2023.

During her time as a licensed insurance broker, April successfully completed her Chartered Insurance Professional (CIP) designation. Her experience in insurance cultivated a passion for lifelong learning, and a desire to educate clients about their options, allowing them to make better informed decisions.

April believes that financial planning is a process, and she works with clients to help them reach their financial goals, while adjusting for any of life’s little surprises that pop up along the way.

As a Certified Cashflow Specialist, she introduces clients to Cash Flow Planning so it’s easy for them to understand where their money goes, identify spending leaks, and stay on track with their financial goals.

April’s passion is working with clients to help them plan for tomorrow while enjoying today.

Deonne Cerullo

Office Administrator

Deonne was a stay-at-home mom raising two children.

She was very active as a volunteer at their school and is a past member of parent council.

In 2005 she began working at Culliton Cerullo Financial Services once a week and started full time in 2010.

In her role as office administrator, Deonne is responsible for handling incoming calls and most administrative tasks for our clients.

Joanne Winter

Administrative Assistant

Joanne joined Culliton Cerullo Financial Services on a part-time basis in May of 2012.

Joanne’s background is in banking, however she has been a stay at home mom for the past few years for her two boys.

Joanne is also very active at her children’s school as a volunteer and a lunch time supervisor.

Joanne is assisting Vince and his clients with day-to-day administrative tasks.

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