Bradley Sullivan, CFP<sup>&reg;</sup> - Financial Advisor

Bradley Sullivan, CFP®

Senior Wealth Advisor

Sullivan Wealth Management Group

3721 Douglas Blvd., Ste. 205
Roseville, CA 95661
FINANCIAL ADVISOR'S WEBSITE
1-855-472-2062
+1 More Number
9165260740
CONNECT WITH Bradley
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General

Bradley Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sullivan Wealth Management Group in Roseville, CA and the surrounding communities.

Financial Advisor Overview

Located in both Northern and Southern California, the Sullivan Wealth Management Group, an independent Registered Investment Advisory (RIA) firm, is an experienced team of investment advisors that help you plan, implement, and manage your financial resources. Our financial advisors have extensive experience in many areas of the investment industry – including Portfolio Management, Insurance, Consulting, Business Retirement Plans, Estate and Financial Planning. Our primary focus is to provide superior personalized advice designed to achieve long term financial success for our clients. We offer a high level of service and investment advice to individual investors, businesses, and organizations including the affluent to ultra-high net worth families. Our independent approach gives our clients access to experts in the full suite of wealth management services and investments both domestically and around the globe.

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Financial Advisor Experience

Current: Senior Wealth Advisor, Certified Financial Planner (TM) Prior Firms: Senior Portfolio Manager & Wealth Advisor with Morgan Stanley – Roseville & Newport Beach. + Financial Advisor with The Sullivan Group at Wachovia Securities - Sacramento. + Offshore Portfolio Analyst for PIMCO – Newport Beach. + Senior Internal Wholesaler for MetLife Investors – Newport Beach. + International Portfolio Accountant for Barclays Global Investors (Investors Bank & Trust) – Sacramento. + Regional Commercial Banking with Wells Fargo – San Francisco Bay Area. Education: - Bachelor of Science in Business Administration / Finance. - Certificate in Personal Financial Planning. - Certified Financial Planner (TM) professional.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certificate in Personal Financial Planning from UC

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA OR NV ID
  • Variable annuities: CA OR NV ID

Broker-Dealer Affiliation

Mutual Securities

Broker-Dealer Disclaimer

Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, an SEC Registered Investment Adviser. Brokerage and custody services provided to advisory clients are offered by Fidelity Brokerage Services LLC, member NYSE/SIPC. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Supervisory office located at 807-A Camarillo Springs Road, Camarillo, CA 93012.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources