Kristi Sullivan

CFP®
Personal Finance, Retirement, Investing
72%
Helpful
25
Answers
3
Articles
3
Followers
“With her experience and education as a Certified Financial Planner ™ designee, Kristi Sullivan will work with her clients to piece together their unique financial puzzle.”
Firm:

Sullivan Financial Planning, LLC

Job Title:

Owner

Biography:

Kristi Sullivan has been helping people achieve financial security since 1996.

After graduating with a B.S. in Business from Colorado State University, Kristi worked for Great-West Life in the employee benefits department for three years. This experience gave her a strong background in employer retirement plans, Flexible Benefit Accounts, and group medical plans.

Departing for Fidelity Investments in 1998 gave Kristi the chance to learn more about financial planning on a personal level. In her 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.

Kristi holds the Certified Financial Planner™ designation and the  Series 65 and Colorado Life & Health Insurance Licenses. She is 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.

She is proud to have been a volunteer speaker for the non-profit Evelyn Brust Foundation. As a speaker for the Brust Foundation, she presented on achieving financial security at public libraries for the purpose of providing the general public an education without a sales pitch.

In Kristi's down time is spent with her husband and two sons. She is always up for a ski day,  travel, seeing plays, and reading a good book.

Education:

BS, Business, Colorado State University

Fee Structure:

Fee-Only

CRD Number:

2704767

All Articles
Sort By:
Most Helpful
3 weeks ago
2 weeks ago
last month
    Real Estate, Retirement, Retirement Living

All Answers
Sort By:
Most Helpful
    401(k), IRAs, Taxes
Will I be exempt from the early distribution penalty if I rollover my 401(k) to an IRA within 60 days and take out distributions?
100% of people found this answer helpful

If you roll the 401(k) to an IRA before age 59 1/2, you will lose the loophole that allows you to take money out and avoid the penalty for early withdrawal. I recommend you stay in the 401(k) unless you have plenty of non-retirement money elsewhere to bridge the income gap until age 59 1/2.

February 2017
    Career / Compensation, Personal Finance
What should I do with a small refund?
100% of people found this answer helpful
February 2017
    Investing, Real Estate
I've come into a large amount of money. Should I invest it or pay off my mortgage?
90% of people found this answer helpful
February 2017
    IRAs
What's the difference between an individual retirement account (IRA) and a certificate of deposit (CD)?
50% of people found this answer helpful
last month
    Investing
What investment strategies do you recommend for someone with low capital?
0% of people found this answer helpful
February 2017