Kristi Sullivan

CFP®
Personal Finance, Retirement, Investing
80%
Helpful
82
Answers
10
Articles
10
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
March 2017
    Real Estate, Retirement, Retirement Living
July 2017
August 2017
May 2017
July 2017

All Answers
Sort By:
Most Helpful
    Debt, Investing, Real Estate
Should I invest all of the money that I am inheriting or use half of it to pay off the balance of my mortgage and invest the other half?
100% of people found this answer helpful

I like your half and half idea for the inheritance.  Having no house payment is great and can free up money for more future investing.  Plus, you'd have that great feeling of lowered fixed expenses.  You don't say how old you are, but entering retirement without a house payment or rent is ideal.  You still would have money left to invest a nice amount immediately, too.

4 weeks ago
    Financial Planning, Retirement Living, End of Life
When leaving money to our grandchildren for inheritance, do we have to leave a set amount all at once, or can we choose to have different amounts released to them over the years?
100% of people found this answer helpful
3 weeks ago
    Debt, Retirement, 401(k), Real Estate
Should I decrease my 401(k) contributions to be able to afford a more expensive mortgage?
67% of people found this answer helpful
last month
    Retirement, Investing, 401(k), Asset Allocation, IRAs, Mutual Funds
Is it wise to continue an aggressive investing strategy as a 61-year-old with a considerable amount of assets and money saved?
67% of people found this answer helpful
March 2018
    Debt, Investing, Choosing an Advisor
How can financial advisors target the 50 percent of Americans that are not investing currently?
50% of people found this answer helpful
March 2018