Financial Planner

Kristi’s Quotes: Is Peer-to-Peer Lending the Future?

Thank you, Financial Advisor, for quoting me in this article about peer-to-peer lending!

Peer-to-peer lending may serve advisors’ clients on two fronts, experts say. Wealthy clients looking for a high-yield alternative to traditional bonds can invest in funds that pool loans to small-business owners. Meanwhile, business-owner clients who might be having trouble getting a bank loan can secure financing from online marketplaces that connect borrowers and lenders.

Advisors with small practices, though, are likely to continue avoiding the peer-to-peer space. A prospect recently asked Kristi Sullivan of Sullivan Financial Planning in Denver whether he should invest in peer-to-peer lending.

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Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.