Kristi Sullivan
- CFP®
Sullivan Financial Planning
Englewood, CO
Contact Kristi
Kristi can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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College Planning
Expertise
- Investment Analysis and Planning
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Charitable Giving
- Saving and Investing for College
- Life Event Planning
- Real Estate Planning
About
Kristi Sullivan is a Certified Financial Planner™ designee and holds her NASD Series 65 license. She graduated with a Bachelor’s of Science in Business from Colorado State University. She is a member of Alliance of Professional Women, the Financial Planning Association, KPMG’s Family for Literacy.
Kristi has been helping people achieve financial security since 1996, working at Great-West Life and Fidelity Investments before starting Sullivan Financial Planning, LLC in 2007. Her specialty is helping clients who are living within their means find direction prioritizing their savings and investments in a way that fulfills their life goals.
Outside of work, Kristi enjoys spending time with her husband and two sons, wine with her book clubs, skiing, theater, and travelling.