Patrick J. Sullivan, Cfp®, Aif®

Patrick J. Sullivan, Cfp®, Aif® Email and Phone Number

Partner, Wealth Strategist @ HighMark Wealth Management
minnesota, united states
Patrick J. Sullivan, Cfp®, Aif®'s Location
St Paul, Minnesota, United States, United States
Patrick J. Sullivan, Cfp®, Aif®'s Contact Details

Patrick J. Sullivan, Cfp®, Aif® work email

Patrick J. Sullivan, Cfp®, Aif® personal email

n/a
About Patrick J. Sullivan, Cfp®, Aif®

Patrick J. Sullivan, Cfp®, Aif® is a Partner, Wealth Strategist at HighMark Wealth Management.

Patrick J. Sullivan, Cfp®, Aif®'s Current Company Details
HighMark Wealth Management

Highmark Wealth Management

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Partner, Wealth Strategist
minnesota, united states
Employees:
7
Patrick J. Sullivan, Cfp®, Aif® Work Experience Details
  • Highmark Wealth Management
    Wealth Strategist, Partner
    Highmark Wealth Management Jul 2012 - Present
    St. Paul, Minnesota
    Patrick has a passion for business, developing deep relationships and helping clients achieve their financial goals and dreams. He works hard to provide in-depth solutions for all of HighMark’s clients, building comprehensive financial plans, portfolio management and client specific risk analysis. For clients, Patrick is a constant point of contact with an unparalleled work ethic. Patrick received his BA in Financial Management from the University of St. Thomas, Opus College of Business and earned his certificate in Financial Planning from Boston University. Patrick is a CERTIFIED FINANCIAL PLANNER™ [CFP®] and Accredited Investment Fiduciary [AIF®]. A Minnesota native, Patrick is an enthusiastic sports fan. He enjoys golfing, snowmobiling and playing men’s league hockey when time allows. He previously competed in Kansas City Barbeque Society sanctioned competitions with Border BBQ, and now enjoys smokin’ BBQ for family and friends. Patrick currently lives in Woodbury, MN with his wife and beautiful daughter.
  • Riverfront Flats At Upper Landing Association
    Treasurer, Board Member
    Riverfront Flats At Upper Landing Association May 2017 - May 2021
    Greater Minneapolis-St. Paul Area
  • Ubs Financial Services
    Associate
    Ubs Financial Services Apr 2010 - Jul 2012
    Greater Minneapolis-St. Paul Area

Patrick J. Sullivan, Cfp®, Aif® Education Details

Frequently Asked Questions about Patrick J. Sullivan, Cfp®, Aif®

What company does Patrick J. Sullivan, Cfp®, Aif® work for?

Patrick J. Sullivan, Cfp®, Aif® works for Highmark Wealth Management

What is Patrick J. Sullivan, Cfp®, Aif®'s role at the current company?

Patrick J. Sullivan, Cfp®, Aif®'s current role is Partner, Wealth Strategist.

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

Patrick J. Sullivan, Cfp®, Aif®'s email address is pa****@****lth.com

What schools did Patrick J. Sullivan, Cfp®, Aif® attend?

Patrick J. Sullivan, Cfp®, Aif® attended University Of St. Thomas, Boston University.

Who are Patrick J. Sullivan, Cfp®, Aif®'s colleagues?

Patrick J. Sullivan, Cfp®, Aif®'s colleagues are Jerod Gustafson, Thomas Sullivan, Todd Arens, Crps® Aif®, Daniel R. Sullivan, Cfp®, Aif®.

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