Bridget Sullivan Mermel (CFP®, CPA®, MA)

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

  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

I work with a wide variety of people, but especially enjoy financial planning for people who are:
  • Attorneys;
  • Women managers and executives;
  • Interested in Socially Responsible Investing without giving up returns;
I also work with people during major life transitions such as:
  • Planning for semi-retirement and retirement;
  • Losing a loved-one;
  • Receiving a large gift or inheritance.
My services are unique among NAPFA members because I offer both one-time Financial Strategy Sessions, and  comprehensive annual retainers. 

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)).

NAPFA Start Date

July 01, 2008

Industry Start Date

March 01, 1997

This Office

3744 N Southport Ave Ste G Chicago, IL 60613-2685 Phone: (773) 404-9344 Fax: (773) 327-1461