Mary Ann Sullivan (CFP®)
Mary Ann Sullivan focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Millennials
- Cash Flow/Budgets/Credit Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Millennials
Planning Specialties
I help people learn to be their own CFO: efficiently organize their finances, plan for the future, and take action. I have expertise in several of the largest pension plans in California (CalSTRS, UCRP & MPIHP) as well as investments, tax planning, and creating & implementing comprehensive financial plans. I will teach you how to efficiently navigate these systems for yourself and empower you to take action toward your ideal future self.Additional Information
I spent two decades in public education as a teacher, principal, and administrator at Los Angeles Unified School District (LAUSD). My driving force is a belief in education as a tool for empowerment. This was evident in my proudest achievement: transforming one of LAUSD’s 10 lowest-performing schools. Now, I bring that same dedication to my work as a financial planner. My personal path to financial independence, including navigating the complexities of CalSTRS and MPIHP pensions, has given me a unique perspective and deep understanding of these systems. In our late 40s, my husband and I left our traditional careers for a new adventure in Mammoth Lakes. I now dedicate my encore career to helping others achieve the same freedom, empowerment, and security to live their dreams.
I have helped clients with these employers: LAUSD, Central Coast community college, UCSC, USC, UCSB, Stanford, LADWP, San Ramon USD, Anaheim, SCCS, MUSD, Lammersville USD, SMMUSD, SBUSD, Ventura college.
I have helped clients with these pensions: CalSTRS, CalPERS, MPIHP, UCRP.
I am a teacher first and will help you understand your finances and take control.
NAPFA Start Date
May 06, 2025
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