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Nicole Sullivan (CFP®, Retirement Management Advisor®)

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

  • AUM
  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Millennials

Planning Specialties

Nicole works with entrepreneurs, business owners, millennial households, and women. Nicole also draws on her experience in retirement planning and high-net worth financial planning

Additional Information

Nicole Sullivan co-founded Prism alongside Ron Bernstein, and has spent 12 years practicing holistic financial planning. Nicole is passionate about the multi-generational aspects of her work, and she loves helping millennials, business owners, and entrepreneurial women achieve their business and personal finance goals. She has a special passion for helping millennial families as a parent herself.

Always looking for ways to add more value to her clients, Nicole is currently pursuing a Master’s degree in Financial Planning with a Tax Concentration from Golden Gate University, as she believes that tax management is crucial in planning effective wealth accumulation. She is a graduate of the University of Illinois at Urbana-Champaign.

Nicole lives in Elmhurst, IL with her husband, Matt, toddler son, and cat. Outside of work and studying, Nicole loves spending time with her family, doing anything outdoors, weightlifting, and traveling. She is an active volunteer for the Elmhurst Mom's Group.

Designations: Certified Financial Planner (CFP®), Retirement Management Advisor (RMA®).

Education: BS, Financial Planning, University of Illinois at Urbana-Champaign; MS, Advanced Financial Planning/Taxation, Golden Gate University (In Process)

NAPFA Start Date

November 14, 2023

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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

321 S. Milwaukee Ave, Libertyville, IL 60048 Phone: (847) 250-9870
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