Michelle R. Lavigne,  CFP<sup>&reg;</sup> - Financial Advisor

Michelle R. Lavigne, CFP®

First Vice President

Sullivan and Assoc. Wealth Management

2034 Pearl St., Suite 100
Boulder, CO 80302
FINANCIAL ADVISOR'S WEBSITE
(585) 266-7210 CONNECT WITH Michelle
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General

Michelle Lavigne is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sullivan and Assoc. Wealth Management in Boulder, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CT,FL,MA,NY
  • Fixed annuities: CT,FL,MA,NY
  • Variable annuities: CT,FL,MA,NY

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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