Kristi Sullivan

Personal Finance, Retirement, Investing
“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.”

Sullivan Financial Planning, LLC

Job Title:



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.


BS, Business, Colorado State University

Fee Structure:


CRD Number:


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
Should I sell a truck valued at $10,000 for $14,000, and invest $10,000 in the stock market, or continue driving the truck and save money? 

I like the way you think!  It's rare than anyone actually makes money on a car purchase.  If you are okay with the $5,000 car option, I say go for it.  Your insurance premiums and license plate fees will be lower on the cheaper vehicle, too, so that's an extra savings.

4 days ago
    Investing, ETFs, IRAs, Mutual Funds, Taxes
What are some of the pros and cons of converting mutual fund shares to ETFs, and how do I begin that process?
4 days ago
    Insurance, Life Insurance
Is it better for a 34-year-old with a family of three to take a 20- or 30-year life insurance policy if I know that the premiums will significantly increase if I choose the 20-year policy?
4 days ago
    Financial Planning, Retirement, Investing, 401(k), Asset Allocation
What are some strategies to save more for retirement, if I am contributing the maximum amount to my 401(k) and plan to retire in six years?
0% of people found this answer helpful
2 weeks ago
How can a self-employed single mother begin investing with $100 to $700?
0% of people found this answer helpful
2 weeks ago