Patrick Sullivan, Cfp®
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Patrick Sullivan, Cfp® Email & Phone Number

Senior Financial Planner at Connecticut Wealth Management, LLC
Location: Wallingford, Connecticut, United States 5 work roles 2 schools
1 work email found @ctwealthmgmt.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@ctwealthmgmt.com
LinkedIn Profile matched
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Current company
Connecticut Wealth Management, LLC
Role
Senior Financial Planner
Location
Wallingford, Connecticut, United States
Company size
35 employees

Who is Patrick Sullivan, Cfp®? Overview

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Quick answer

Patrick Sullivan, Cfp® is listed as Senior Financial Planner at Connecticut Wealth Management, LLC, a with 35 employees, based in Wallingford, Connecticut, United States. AeroLeads shows a work email signal at ctwealthmgmt.com and a matched LinkedIn profile for Patrick Sullivan, Cfp®.

Patrick Sullivan, Cfp® previously worked as Managing Financial Planner at Connecticut Wealth Management, Llc and Financial Planner at Connecticut Wealth Management, Llc. Patrick Sullivan, Cfp® holds Bachelor Of Science (Bs), Accounting from Salve Regina University.

Company email context

Email format at Connecticut Wealth Management, LLC

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*@ctwealthmgmt.com
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AeroLeads found 1 current-domain work email signal for Patrick Sullivan, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Patrick Sullivan, Cfp®

Patrick Sullivan, Cfp® is a Senior Financial Planner at Connecticut Wealth Management, LLC. He possess expertise in accounting, financial accounting, financial reporting, quickbooks, tax and 7 more skills.

Listed skills include Accounting, Financial Accounting, Financial Reporting, Quickbooks, and 8 others.

Current workplace

Patrick Sullivan, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Connecticut Wealth Management, LLC
Connecticut Wealth Management, Llc
Senior Financial Planner
farmington, connecticut, united states
Website
ctwealthmgmt.com
Employees
35
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Company profile
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5 roles

Patrick Sullivan, Cfp® work experience

A career timeline built from the work history available for this profile.

Tax And Financial Advisor

Asset Strategies, Inc.

Avon, Ct

Dec 2016 - Oct 2021
Team & coworkers

Colleagues at Connecticut Wealth Management, LLC

Other employees you can reach at ctwealthmgmt.com. View company contacts for 35 employees →

BF Brendan Fitzgerald, Cfp® Brendan Fitzgerald, Cfp® Colleague at Connecticut Wealth Management, LlcLongmeadow, Massachusetts, United States View → AM Ashley Mccard, Cpa Ashley Mccard, Cpa Colleague at Connecticut Wealth Management, LlcBloomfield, Connecticut, United States View → KM Kathleen M. Christensen, Cpa/Pfs, Cdfa® Kathleen M. Christensen, Cpa/Pfs, Cdfa® Colleague at Connecticut Wealth Management, LlcFarmington, Connecticut, United States View → SG Sean Gannon, Mba Sean Gannon, Mba Colleague at Connecticut Wealth Management, LlcGreater Hartford, United States View → JW Jake Woznyk Jake Woznyk Colleague at Connecticut Wealth Management, LlcFarmington, Connecticut, United States View → CO Chip Olson, Cfp® Chip Olson, Cfp® Colleague at Connecticut Wealth Management, LlcUnited States View → LF Labib Fasihuddin, Cfp® Labib Fasihuddin, Cfp® Colleague at Connecticut Wealth Management, LlcGreater Hartford, United States View → CJ Claudia Jacques-Soto, Cfp® Claudia Jacques-Soto, Cfp® Colleague at Connecticut Wealth Management, LlcFarmington, Connecticut, United States View → JF Jonah Feldman Jonah Feldman Colleague at Connecticut Wealth Management, LlcCheshire, Connecticut, United States View → KL Kevin Leahy, Cpa, Cfp® Kevin Leahy, Cpa, Cfp® Colleague at Connecticut Wealth Management, LlcFarmington, Connecticut, United States View →
2 education records

Patrick Sullivan, Cfp® education

Education record

Gonzaga College High School
FAQ

Frequently asked questions about Patrick Sullivan, Cfp®

Quick answers generated from the profile data available on this page.

What company does Patrick Sullivan, Cfp® work for?

Patrick Sullivan, Cfp® works for Connecticut Wealth Management, LLC.

What is Patrick Sullivan, Cfp®'s role at Connecticut Wealth Management, LLC?

Patrick Sullivan, Cfp® is listed as Senior Financial Planner at Connecticut Wealth Management, LLC.

What is Patrick Sullivan, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ctwealthmgmt.com for Patrick Sullivan, Cfp® at Connecticut Wealth Management, LLC.

Where is Patrick Sullivan, Cfp® based?

Patrick Sullivan, Cfp® is based in Wallingford, Connecticut, United States while working with Connecticut Wealth Management, LLC.

What companies has Patrick Sullivan, Cfp® worked for?

Patrick Sullivan, Cfp® has worked for Connecticut Wealth Management, Llc, Asset Strategies, Inc., and Sullivan & Company, Cpas.

Who are Patrick Sullivan, Cfp®'s colleagues at Connecticut Wealth Management, LLC?

Patrick Sullivan, Cfp®'s colleagues at Connecticut Wealth Management, LLC include Brendan Fitzgerald, Cfp®, Ashley Mccard, Cpa, Kathleen M. Christensen, Cpa/Pfs, Cdfa®, Sean Gannon, Mba, and Jake Woznyk.

How can I contact Patrick Sullivan, Cfp®?

You can use AeroLeads to view verified contact signals for Patrick Sullivan, Cfp® at Connecticut Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Patrick Sullivan, Cfp® attend?

Patrick Sullivan, Cfp® holds Bachelor Of Science (Bs), Accounting from Salve Regina University.

What skills is Patrick Sullivan, Cfp® known for?

Patrick Sullivan, Cfp® is listed with skills including Accounting, Financial Accounting, Financial Reporting, Quickbooks, Tax, Auditing, Financial Analysis, and Bookkeeping.

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