Our Firm
Paul Culbreth, CFP®
Paul Culbreth is a Second Generation Advisor, succeeding his late father, Al Culbreth, Jr.
Paul began his career in July, 2005. His practice focuses on wealth and risk management for individuals and families. He helps his clients achieve their financial goals and financial independence through a comprehensive planning approach. This process helps clients assess risk, define goals, implement strategy and monitor progress as changes occur.
Paul majored in finance and graduated with a degree in the College of Business Administation at Georgia Southern University in 2005. He holds the CERTIFIED FINANCIAL PLANNER designation through the Certified Planner Board of Standards.
Paul successfully received a certificate in Retirement Planning from Wharton School, University of Pennsylvania, and has been awarded the title of Retirement Planning Specialist.
Paul has attended the Equitable Advisors Institute in 2016, an advanced learning curriculum, hosted at Harvard University. This program is a significant part of his continued education in Asset Allocation and Wealth Management.
Paul is married to the former Kara E Rucker. They have four children, Elisabeth, Paul Jr., Will and Drew. They live in the Hamilton Mill community in Dacula Georgia
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Retirement Planning Specialist title awarded by Equitable Advisors based upon receipt of a Certificate in Retirement Planning from Wharton School of the University of Pennsylvania.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
Securities offered through Equitable Advisors (212-314-4600), member FINRA/SIPCSIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Your Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Fred VanPatten, JD, LUTCF
With almost three decades of experience in financial services, Fred Van Patten focuses his practice on providing education and product knowledge to help his clients make better informed decisions. In this capacity, he helps people prepare for one of the most important financial objectives of their lives.
As a native of South Carolina, he graduated from the College of Charleston in Charleston, SC, with a BS in Business Administration, and then received a law degree from the Woodrow Wilson College of Law in Atlanta, Georgia. He began his career with Equitable Life Assurance Society—now Equitable Advisors--in 1983. In 1999, he further honed his knowledge by completing the Financial Planner Program at Oglethorpe University. Then in 2006, he received his Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.
Fred Van Patten is a life and qualifying member of the life insurance industry's Million Dollar Round Table. He is a member of the National Association of Health Underwriters, National Association of Insurance and Financial Advisors and National Association of Plan Advisors. He has been a member of Equitable's Hall of Fame since 1994.
Outside of work, Fred has served his community as a Board Member and a Founding Member of the Johns Creek, GA, Chamber of Commerce. He is a member of the College of Charleston Alumni Association, attends Johns Creek United Methodist Church, is involved in a men's bible study and a non-profit no-kill animal shelter, and is a member of the "Green Man" Big Green Egg competition cooking team. He has been married for 31 years to his wife, Nancy. They have two grown children.
Retirement Planning Specialist title awarded by Equitable Advisors based upon receipt of a Certificate in Retirement Planning from Wharton School of the University of Pennsylvania.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
Securities offered through Equitable Advisors (212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Your Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA insurance license #0L00119
BRUCE H WEINSTEIN, CLU
Mr. Weinstein brings over 45 years of experience to his clients, specializing in the use of life insurance and investment products for estate, business, retirement and charitable planning.
He maintains the professional designation of Chartered Life Underwriter* (CLU).
In 2006, Mr. Weinstein was bestowed the Equitable Advisors National Honor Associate award, the highest award given to a field of over 6000 representatives nationally within Equitable, now Equitable. He is active in numerous industry organizations including the Atlanta Estate Planning Council, the National Association of Insurance and Financial Advisors, and a Top of the Table member of the Million Dollar Round Table. He is a sought after industry speaker on his areas of specialty.
Bruce is extremely active in the community. He is a current executive committee member of the Jewish Federation of Greater Atlanta. He was named the Financial Advisor of the Year for his work on the “Create a Legacy” program. He is on the board, and a past officer of the Marcus Jewish Community Center, where he was honored as the Man of the Year.
He is also an executive committee member of the Hillels of Georgia, Board Member of Zeta Beta Tau Foundation, and past president of the University of Alabama Atlanta Alumni Association. Bruce also continues to coach youth baseball every year.
Mr. Weinstein is a member of Congregation B'nai Torah and currently resides in Sandy Springs, GA with his wife of over 35 years, Germaine. They have three children and six grandchildren.
*A professional designation of the American College
Securities offered through Equitable Advisors (212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Your Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA insurance license #0C89291