Bridget Sullivan Mermel (CFP®, CPA, MA)
Bridget Sullivan Mermel focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
Planning Specialties
We work with a wide variety of people, but especially enjoy financial planning for people who are:
- Planning for semi-retirement and retirement;
- Attorneys;
- Interested in Socially Responsible Investing without giving up returns.
Our firm services are unique among NAPFA members because we offer a comprehensive annual retainer, including tax planning and preparation.
Additional Information
I have worked in the financial industry for over 25 years, from working in high-profile litigation, to the back office of a derivatives house, to being a manager and district manager at Starbucks way back when they first opened in Chicago.
In 1997 I started a tax practice, and transitioned to full financial planning in 2008.
I've got a BBA from the University of Wisconsin-Madison, as well as a MA from DePaul University. I am a Certified Public Accountant, or CPA as well as a Certified Financial Planner (CFP(R)).
My husband and I live in Chicago. Outside of the office, I enjoy tennis, reading, writing, and music.
NAPFA Start Date
July 01, 2008