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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    College Tuition, Financial Planning, Bonds / Fixed Income, Starting Out, Women & Money
What is the best savings option for a child?
100% of people found this answer helpful

A UGMA/UTMA (your state will dictate which one it is) is a good solution.  The money is an irrevocable gift to the child and must be turned over to her at age 21.  In the meantime, the money can be used for any benefit to that child from summer camp to music lessons, and yes, college.  Setting up a trust would be expensive and probably more trouble than it's worth.

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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?
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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?
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How can I reduce the amount of my taxable income?
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Is it wise to continue an aggressive investing strategy as a 61-year-old with a considerable amount of assets and money saved?
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March 2018