Congratulations! By searching for a financial planner, you've taken the first step to creating the life of your dreams.
Kristi Sullivan, founder of Sullivan Financial Planning, LLC, is a 13 year veteran of the financial services industry. She holds the Certified Financial Planner designation and is a member of the Financial Planning Association and the Women's Estate Planning Council.
Kristi works directly for her clients to put the financial strategy in place to fit their unique situations. She does not sell investments for a commission, so you can be assured that your needs always come first.
Disclosure
The information on this website is for general informational purposes only and is subject to change. Our website does not represent a solicitation or offer to buy or sell securities. Further, it does not represent an offer to provide investment advisory services in states where we have not filed notice or where we do not have an exemption or exclusion from filing notice. |
