Kristi Sullivan

CFP®
Personal Finance, Retirement, Investing
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“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

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March 2017
    Real Estate, Retirement, Retirement Living
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May 2017
May 2017

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    Investing, Starting Out
Should I obtain more money before investing?
100% of people found this answer helpful

Congratulations on your graduation and $1,000 savings!  I recommend you keep that $1,000 in a bank account for now.  You may need it for rent, college expenses, or other short-term needs.  Stock index funds go up and down unpredictably.  That is not a great place to have short term savings.  Also, most non-retirement accounts have a $2,500 minimum to open.

Keep saving and set asice 3 months worth of expenses in a savings account.  Then, start working toward that first index fund.

Good luck!

last month
    Retirement Savings, Investing, Lifestage Based Planning
How do you speak to very young investors about saving/investing?
100% of people found this answer helpful
last month
    Small Business Taxes
Will filling out a W-9 form on my closed business require me to pay taxes?
100% of people found this answer helpful
May 2017
    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
February 2017
    Career / Compensation, Personal Finance
What should I do with a small refund?
100% of people found this answer helpful
February 2017