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Beware of Scammers Impersonating Your Financial Advisors

Financial EducationBy Kristi SullivanAugust 4, 2025

Just when you thought you’d seen it all, a new type of scam has come up where people are impersonating financial planners.  I guess impersonating police officers got too boring. You may have noticed that financial advisors’ careers aren’t cast in stone.  We change firms, start firms, go into partnerships, leave partnerships, and hire new…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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