My name is Kristi Sullivan and I have been helping people achieve financial security since 1996.
After graduating with a B.S. in Business from Colorado State University, I worked for Great-West Life in the employee benefits department for three years. This experience gave me a strong background in employer retirement plans, Flexible Benefit Accounts, and group medical plans.
Departing for Fidelity Investments in 1998 gave me the chance to learn more about financial planning on a personal level. In my nine years at Fidelity, my duties included operations, compliance, financial planning, and teaching investment classes.
Sullivan Financial Planning, LLC was formed in 2007 with the goal of providing clients exactly the type of help they needed, without the pressure of corporate quotas or sales numbers directing the recommendations.
I hold the Certified Financial Planner™ designation and the Series 65 and Colorado Life & Health Insurance Licenses.
I am a member of the Financial Planning Association, The Alliance of Professional Women, The Women’s Estate Planning Council, and the Denver Alumnae of Chi Omega.
I am proud to have been a volunteer speaker for the non-profit Evelyn Brust Foundation. As a speaker for the Brust Foundation, I presented on achieving financial security at public libraries for the purpose of providing the general public an education without a sales pitch.
It was an honor to be chosen as the Emcee for the Alliance Foundation 2013 fundraising luncheon on October 10, 2013. To see more about the great programs the Alliance Foundation supports, go to www.apwfoundation.org.
My down time is spent with my husband and two sons. I am always up for a ski day, travel, seeing plays, and reading a good book.
|For more information about the various Associations I support and am a member of, please visit the Associations page >>|