Andrea Bulen, CFP®

President & Financial Advisor

Expert Financial Planner and Strategist to High Net Worth Individuals and their Families

Andrea views herself and her colleagues at Shakespeare as more than just “financial planners”; they’re advisors tasked with guiding clients to security, fulfillment and happiness. Andrea prefers to get to know each client and their story before identifying and prioritizing their financial goals. This intimate process allows her to plan for her clients’ life adventures and future legacy.

One of the most rewarding aspects of financial planning for Andrea is educating them so they completely understand the financial planning process. She lives for the “Aha!” moments.

Andrea received her master’s degree from the University of Minnesota and is a CERTIFIED FINANCIAL PLANNER. She has over 15 years of experience in the financial services industry and is an active member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the Fee Only Network.

Andrea grew up in Pewaukee not far from the Shakespeare office and currently lives in Merton with her husband and three children. She spends most of her free time with her children, teaching Sunday school, running, biking and participating in triathlon events.

Financial Specialties

  • Inheritance and Sudden Wealth
  • Medicare Planning
  • Women and Wealth

Financial Certifications

  • CFP® 

Volunteer Organizations:

  • Children’s Tumor Foundation
  • Ice Age Trail Alliance

Favorite Trail to Run On:
Ice Age Trail


Favorite Sport to Watch:


Favorite Travel Destination:


Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260