Shane Sullivan, Cfp®

Shane Sullivan, Cfp® Email and Phone Number

Vice President at Goldman Sachs Ayco @ Cetera Financial Group
el segundo, california, united states
Shane Sullivan, Cfp®'s Location
Austin, Texas, United States, United States
Shane Sullivan, Cfp®'s Contact Details
About Shane Sullivan, Cfp®

I am passionate about helping people live their One Best Financial Life®. As investors prepare and enter retirement, they may need to shift from general long term growth to very specific income strategies. I assist clients by creating customized financial plans that target a specific goal while balancing many other individual factors (finances, money habits & family dynamics) that are unique to your needs.

Shane Sullivan, Cfp®'s Current Company Details
Cetera Financial Group

Cetera Financial Group

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Vice President at Goldman Sachs Ayco
el segundo, california, united states
Website:
cetera.com
Employees:
935
Shane Sullivan, Cfp® Work Experience Details
  • Goldman Sachs Personal Financial Management
    Head Of Office
    Goldman Sachs Personal Financial Management Jun 2019 - Present
    Austin, Texas, United States
  • Goldman Sachs Personal Financial Management
    Vice President
    Goldman Sachs Personal Financial Management Jun 2019 - Present
    Austin, Texas, United States
    Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services are provided by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Cetera is under separate ownership from any other named entity
  • Cetera Financial Group
    Registered Representative
    Cetera Financial Group Apr 2015 - Present
    6836 Bee Caves Rd, Suite 224 Austin, TX 78746Registered Representative offering securities through Cetera Advisor Networks LLC, a member FINRA/SIPC. Investment Advisory services offered through Goldman Sachs Personal Financial a SEC Registered Investment Advisor and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Cetera is under separate ownership from any other named entity.
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  • United Capital Financial Advisers, Llc
    Vice President
    United Capital Financial Advisers, Llc Apr 2015 - Jun 2019
    Austin, Texas
    About the companyFounded in 2005 by Joe Duran, United Capital is the first and largest Financial Life Management firm, with more than 80 offices nationwide and more than $26 billion in assets under management.Our purposeWe’re here to improve people’s lives by bringing truth, understanding and discipline to the financial choices they make every day. We’ve created simple, yet powerful tools and processes to uncover the “why” behind your money. From there, we tailor advice, a financial plan and an investment strategy to help you meet your life goals — not just your financial goals.Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered Representative & Investment Adviser Representative offering securities and additional advisory services through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
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  • Valhaven Wealth Management, Llc
    Partner
    Valhaven Wealth Management, Llc Mar 2010 - Apr 2015
    Austin Harlingen, Tx
    Comprehensive financial planning with special focus on retirement income solutions.
  • Wells Fargo Advisors
    First Vice President- Investments
    Wells Fargo Advisors Aug 1996 - Feb 2010

Shane Sullivan, Cfp® Skills

Investments Wealth Management Strategic Financial Planning Asset Managment Retirement Planning Estate Planning Alternative Investments Investment Advisory Mutual Funds Series 7 Due Diligence Portfolio Management Financial Modeling Financial Analysis Asset Allocation Private Equity Financial Advisory Investment Strategies Financial Services Investment Management Leadership

Shane Sullivan, Cfp® Education Details

Frequently Asked Questions about Shane Sullivan, Cfp®

What company does Shane Sullivan, Cfp® work for?

Shane Sullivan, Cfp® works for Cetera Financial Group

What is Shane Sullivan, Cfp®'s role at the current company?

Shane Sullivan, Cfp®'s current role is Vice President at Goldman Sachs Ayco.

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

Shane Sullivan, Cfp®'s email address is sh****@****van.com

What is Shane Sullivan, Cfp®'s direct phone number?

Shane Sullivan, Cfp®'s direct phone number is +151278*****

What schools did Shane Sullivan, Cfp® attend?

Shane Sullivan, Cfp® attended Texas A&m University.

What skills is Shane Sullivan, Cfp® known for?

Shane Sullivan, Cfp® has skills like Investments, Wealth Management, Strategic Financial Planning, Asset Managment, Retirement Planning, Estate Planning, Alternative Investments, Investment Advisory, Mutual Funds, Series 7, Due Diligence, Portfolio Management.

Who are Shane Sullivan, Cfp®'s colleagues?

Shane Sullivan, Cfp®'s colleagues are Megan Grooters, Raymond Ramos, Venkata Krishna, Soheila Farhangi, Isaac Kamalesh, Taylor Springborg, Jen Miezejeski.

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