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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July 2017

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    Banking, Debt, Estate Planning, Investing, Mutual Funds
Are CDs or diversified mutual funds a better investment if I want the money to be used as an inheritance for my children?
67% of people found this answer helpful

Congratulations on your ability to leave an inheritance.  You say you don't need the money for yourself, but I'd leave at least $10,000 in a savings account for easy access in case you have an emergency of some kind.  For the rest, if you have a longer time horizon (or don't think your kids would spend the money right away upon inheriting it), a diversfied mutual fund that includes both stocks and bonds might be a good solution for getting some growth.  However, if your goal is to make sure that the $70,000 does not drop in value, CDs are the better option.  The growth won't be there, but the principal is guaranteed by the FDIC.  I hope that helps.

4 days ago
    Starting Out
If I pay off my credit cards and then choose to close those credit card accounts, is my credit score impacted negatively?
4 days ago
    Banking, College Tuition, Investing
What is the best kind of account to put the money I have saved for my son's education so it will earn more interest for a three-year period?
4 days ago
    Debt, Investing, Choosing an Advisor, Taxes
Will my husband's financial advisor be able to learn about my personal credit card debt when reviewing our finances and joint tax return?
2 weeks ago
    Career / Compensation, Retirement, Retirement Savings, 401(k), Women & Money
As a 58-year-old woman who needs to save for retirement, what is the best way to save?
2 weeks ago