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:

  • 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 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)).

 

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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This Office

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