Kevin Sullivan (CFP®)
Kevin Sullivan focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
Planning Specialties
With several years of corporate trustee experience, I enjoy working with individuals serving in the role of trustee for family, friends or future generations. Too often in the past, I encountered individual trustees who were unsure of the investment and administrative decisions to be made on behalf of the income or remainder beneficiaries. As a fiduciary and fee-only advisor, I believe we are in a much better position to guide trustees in such decisions based on our transparent compensation method.
NAPFA Start Date
October 09, 2017
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