My name is Kristi Sullivan and I have been helping people achieve financial security since 1996.
I am a proud alumnus of Colorado State University – go Rams! I have worked for Great-West Life and Fidelity Investments, helping people make good financial decisions within their employee benefits packages and personal investments.
Sullivan Financial Planning, LLC was formed in 2007 to provide clients exactly the type of help they need, without corporate sales quotas directing the recommendations.
I am a Certified Financial Planner™ licensee and hold myself to the fiduciary standard. That means I put clients’ interests before my own when providing financial information.
Professional associations provide education, referrals, business resources, and friends to the small business owner. Helping to keep up on my knowledge and sanity are: The Financial Planning Association, The Alliance of Professional Women and The Women’s Estate Planning Council.
Community involvement is important to me. Service organizations that receive my time and money are Merrill Middle School PTSA, South High School PTSA, KPMG’s Family for Literacy, The Alliance Foundation, the Denver Alumnae of Chi Omega, and pro-bono opportunities offered through the Financial Planning Association.
My down time is spent with my husband and two sons. I am always up for a ski day, travel, seeing plays, working jigsaw puzzles, and reading a good book. I wish I could paint someday will take art lessons.