Jeanne Sullivan (CFP®)

Jeanne Sullivan focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Special Needs Planning
  • Women's Financial Planning Issues

Planning Specialties

Jeanne Gibson Sullivan appreciates the holistic approach of evaluating individual financial issues in a larger context. She has developed a specialty in advising clients who are saving for college, excelling in comparing the merits of various savings methods available. She has been a Certfied Financial Planner since 1996, her expertise of investments reflects more than 30 years of experience in the financial services industry, primarily with mutual fund companies. She has worked with multiple clients on sophisticated stock option analysis and clients with special needs issues in their families.

Additional Information

Financially in Tune, LLC is an independent financial planning and investment management firm, founded in 2011 by Jeanne Gibson Sullivan, CFP. Our sole focus is to develop customized financial planning and investment solutions for our clients' personal, retirement and charitable goals.

NAPFA Start Date

March 27, 2002

Submit
Submit

This Office

607 North Ave Ste 18 Wakefield, MA 01880-1322 Phone: (781) 587-0582