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, CFP®, RMA® has been in the financial services industry since 2012. Nicole focuses on working with business owners and, increasingly, millennial households. Nicole and her husband both own small businesses, and she can draw on this personal experience to help guide busy entrepreneurial families. Nicole and her partners, Ron Bernstein and Dan Peters, have worked closely together for over a decade, and consider ourselves an ensemble firm. They founded Prism Planning Partners together in 2018, and officially became fee only in 2023. Nicole graduated from University of Illinois at Urbana-Champaign in 2012 as a Financial Planning major. She is currently pursuing her Master's Degree in Advanced Financial Planning and Taxation from Golden Gate University. Nicole has been a CERTIFIED FINANCIAL PLANNER™ Professional since 2014, and Retirement Management Advisor® since 2018. Nicole and her husband, Matt, are a dual-entrepreneur household and also busy parents of an active toddler boy. When she's not working, studying, or on mom duty, Nicky loves to lift weights, cook/bake, and bike ride. She is also an active member of the Elmhurst Area Moms Group.

NAPFA Start Date

November 14, 2023


This Office

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