Kristi Sullivan

CFP®
Personal Finance, Retirement, Investing
83%
Helpful
106
Answers
10
Articles
12
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
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March 2017
    Real Estate, Retirement, Retirement Living
July 2017
6 days ago
June 2018
4 days ago

All Answers
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    401(k), IRAs
Can I rollover an IRA into a 401(k) if the IRA was originally rolled over from a 401(k)?

By law, you can move your IRA back into your 401(k).  However, most plans that I have seen forbid rollovers into the plan if you have added your own money into the IRA.  You will have to check with your company's HR department on this.

3 days ago
    Career / Compensation, Retirement, Annuities, Choosing an Advisor, IRAs
Should I convert my 403(b) account to a traditional IRA?
75% of people found this answer helpful
3 days ago
    Social Security, End of Life
Is it possible, at age 63, to receive my deceased husband's Social Security benefits and continue working part-time?
2 weeks ago
    Stocks, Starting Out
What amount should I sell my shares at?
86% of people found this answer helpful
2 weeks ago
    Banking, Financial Planning, Social Security, 401(k), IRAs
Should I begin collecting Social Security while still working to maximize my contributions to my 401(k) and Roth IRA accounts?
100% of people found this answer helpful
2 weeks ago