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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

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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3744 N Southport Chicago, IL 60613 Phone: (773) 404-9344 Fax: (773) 327-1461
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