Brian Sullivan, Cfp®, Aif®, Ricp® Email and Phone Number
Brian Sullivan, Cfp®, Aif®, Ricp® work email
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Brian Sullivan, Cfp®, Aif®, Ricp® personal email
Brian Sullivan, Cfp®, Aif®, Ricp® phone numbers
Brian Sullivan (CA Insurance Lic. #OL12078) is a Financial Planner with, and Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, HI, ID, LA, MI, NV, NY, OH, OR, TX, OH, SC, and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Tomren Wealth Management, 12667 Alcosta Blvd., Suite 355, San Ramon CA 94583.
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Financial PlannerTomren Wealth Management Jun 2019 - PresentSan Ramon, California, Us
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Financial PlannerNew Vintage Financial Services, Llc Jun 2016 - May 2019
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ParaplannerDavid White & Associates Aug 2012 - Jun 2016San Ramon, Ca, Us• Prepared 300+ detailed financial plans based on individual client focuses and goals• Supported over 20 financial advisors by preparing strategic reports and guidance for clients • Placed trades for advisors after creating detailed tax-saving recommendations• Led complex scenario–based client meetings, making asset-building suggestions• Organized the agency’s investment committee meetings, actively researching investments and opportunities across shifting market cycles• Trained new hires every month to ensure client’s expectations were exceeded• Facilitated weekly agency meetings showcasing various sales techniques and best practices -
Finance InternVellum Financial Jun 2011 - Aug 2011• Tracked and implemented modifications in client wealth management meetings • Incorporated mock trading account specializing in options trading to dictate investment strategies
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Sales Team LeaderUniversity Directories May 2010 - Aug 2010Chapel Hill, North Carolina, Us• Netted over $11,000 in business advertising sales, surpassing sales quota by 10% • Worked independently and was promoted to a sales team leader• Created team-building exercises to ensure time optimization in sales calls• Visited and delivered sales pitch to, on average, 30 businesses a day
Brian Sullivan, Cfp®, Aif®, Ricp® Skills
Brian Sullivan, Cfp®, Aif®, Ricp® Education Details
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California Polytechnic State University-San Luis ObispoFinance And Financial Management Services With A Minor In Economics
Frequently Asked Questions about Brian Sullivan, Cfp®, Aif®, Ricp®
What company does Brian Sullivan, Cfp®, Aif®, Ricp® work for?
Brian Sullivan, Cfp®, Aif®, Ricp® works for Tomren Wealth Management
What is Brian Sullivan, Cfp®, Aif®, Ricp®'s role at the current company?
Brian Sullivan, Cfp®, Aif®, Ricp®'s current role is Comprehensive Financial Planner.
What is Brian Sullivan, Cfp®, Aif®, Ricp®'s email address?
Brian Sullivan, Cfp®, Aif®, Ricp®'s email address is bs****@****tes.com
What is Brian Sullivan, Cfp®, Aif®, Ricp®'s direct phone number?
Brian Sullivan, Cfp®, Aif®, Ricp®'s direct phone number is +192527*****
What schools did Brian Sullivan, Cfp®, Aif®, Ricp® attend?
Brian Sullivan, Cfp®, Aif®, Ricp® attended California Polytechnic State University-San Luis Obispo.
What skills is Brian Sullivan, Cfp®, Aif®, Ricp® known for?
Brian Sullivan, Cfp®, Aif®, Ricp® has skills like Social Media, Powerpoint, Investments, Wealth Management, Finance, Retirement Planning, Sales, Time Management, Strategic Financial Planning, Social Media Marketing, Customer Service, Financial Planning.
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