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

Shane Sullivan, CFP®

Vice President

Goldman Sachs Personal Financial Management

401 South 1st Street, Ste 1325
Austin, TX 78704
FINANCIAL ADVISOR'S WEBSITE
(512) 298-4080 CONNECT WITH Shane
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General

Shane Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Goldman Sachs Personal Financial Management in Austin, TX and the surrounding communities.

Financial Advisor Experience

I am passionate about helping people live their One Best Financial Life ®. As investors prepare and enter retirement, they need to shift from growth to income strategies. This requires balancing our specialized investment strategy with the many factors that make each individual unique : social security options, pension choices, single, married, divorced, how much someone has saved, spending habits, estate planning. All of these small differences become big differences as we enter retirement. We provide comprehensive retirement-focused solutions for our clients so they have more time and confidence to pursue those things that matter most to them. Shane is a President of the Financial Planning Association- Austin Chapter, dedicated husband, father, and community volunteer.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AL,TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through Cetera Securities, Inc. (“Cetera Securities”), a registered broker/dealer, member FINRA/SIPC. Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) a Registered Investment Adviser. Cetera Securities and United Capital are separate and unrelated companies.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care

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