Robert Sullivan (BS, CFP®)

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

  • Alternative or Private Investments
  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

As a primary advocate for our clients, Multi-Family Office services are provided either in-house or through collaborative specialist relationships: Investment Planning, Retirement Planning, Estate Planning, Tax Prep/Planning, Trustee Services, Assisting Children, Assisting Parents, Philanthropic Planning, Private Banking, Asset Protection, and Stewardship Consulting.

Additional Information

To serve the diverse needs of our clients we offer a variety of fee options: traditional assets under management as well as performance-based compensation.

NAPFA Start Date

November 21, 1996

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This Office

779 Altos Oaks Dr Los Altos, CA 94024-5402 Phone: (650) 949-2221 Fax: (650) 949-1333