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

Vice President at Goldman Sachs Ayco at Cetera Financial Group
Location: Austin, Texas, United States 6 work roles 1 school
1 work email found @sokoloskysullivan.com 7 phones found area 512, 956, and 781 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email s****@sokoloskysullivan.com
Direct phone (512) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cetera Financial Group
Role
Vice President at Goldman Sachs Ayco
Location
Austin, Texas, United States
Company size
935 employees

Who is Shane Sullivan, Cfp®? Overview

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Quick answer

Shane Sullivan, Cfp® is listed as Vice President at Goldman Sachs Ayco at Cetera Financial Group, a with 935 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at sokoloskysullivan.com, phone signal with area code 512, 956, 781, and a matched LinkedIn profile for Shane Sullivan, Cfp®.

Shane Sullivan, Cfp® previously worked as Head of Office at Goldman Sachs Personal Financial Management and Vice President at Goldman Sachs Personal Financial Management. Shane Sullivan, Cfp® holds Bachelor Of Business Administration (Bba), Finance And Financial Management Services from Texas A&M University.

Company email context

Email format at Cetera Financial Group

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{first}@sokoloskysullivan.com
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AeroLeads found 1 current-domain work email signal for Shane Sullivan, Cfp®. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Investments, Wealth Management, Strategic Financial Planning, Asset Managment, and 17 others.

Current workplace

Shane Sullivan, Cfp®'s current company

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

Cetera Financial Group
Cetera Financial Group
Vice President at Goldman Sachs Ayco
el segundo, california, united states
Website
cetera.com
Employees
935
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Company profile
View company profile Email format
6 roles

Shane Sullivan, Cfp® work experience

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

Head Of Office

Current
Goldman Sachs Personal Financial Management

Austin, Texas, United States

Jun 2019 - Present

Vice President

Current
Goldman Sachs Personal Financial Management

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

Jun 2019 - Present

Registered Representative

Current
Cetera Financial Group

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.

Apr 2015 - Present

Vice President

United Capital Financial Advisers, Llc

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.

Apr 2015 - Jun 2019

Partner

Valhaven Wealth Management, Llc

Austin Harlingen, Tx

Comprehensive financial planning with special focus on retirement income solutions.

Mar 2010 - Apr 2015

First Vice President- Investments

Wells Fargo Advisors
Aug 1996 - Feb 2010
Team & coworkers

Colleagues at Cetera Financial Group

Other employees you can reach at cetera.com. View company contacts for 935 employees →

MP Makayla Pena Makayla Pena Colleague at Cetera Financial GroupAlbuquerque, New Mexico, United States View → LB Lynette Brown Lynette Brown Colleague at Cetera Financial GroupDes Moines, Iowa, United States View → KD Kimberly Dahl Kimberly Dahl Colleague at Cetera Financial GroupPrior Lake, Minnesota, United States View → RS Reddy Sandadi Reddy Sandadi Colleague at Cetera Financial GroupLos Angeles, California, United States View → AN Ahmad Najib Ahmad Najib Colleague at Cetera Financial GroupLos Angeles, California, United States View → DN Destiny Norris Destiny Norris Colleague at Cetera Financial GroupUnited States View → KM Ken Muraoka, Crcp Ken Muraoka, Crcp Colleague at Cetera Financial GroupMarietta, Georgia, United States View → WP Whitney Pruett Whitney Pruett Colleague at Cetera Financial GroupCharlotte Metro, United States View → MB Michael Brockman Michael Brockman Colleague at Cetera Financial GroupDallas, Texas, United States View → MA Mary Abundo Mary Abundo Colleague at Cetera Financial GroupEl Segundo, California, United States View →
1 education record

Shane Sullivan, Cfp® education

FAQ

Frequently asked questions about Shane Sullivan, Cfp®

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

What company does Shane Sullivan, Cfp® work for?

Shane Sullivan, Cfp® works for Cetera Financial Group.

What is Shane Sullivan, Cfp®'s role at Cetera Financial Group?

Shane Sullivan, Cfp® is listed as Vice President at Goldman Sachs Ayco at Cetera Financial Group.

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

AeroLeads has found 1 work email signal at @sokoloskysullivan.com for Shane Sullivan, Cfp® at Cetera Financial Group.

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

AeroLeads has found 7 phone signal(s) with area code 512, 956, 781 for Shane Sullivan, Cfp® at Cetera Financial Group.

Where is Shane Sullivan, Cfp® based?

Shane Sullivan, Cfp® is based in Austin, Texas, United States while working with Cetera Financial Group.

What companies has Shane Sullivan, Cfp® worked for?

Shane Sullivan, Cfp® has worked for Goldman Sachs Personal Financial Management, Cetera Financial Group, United Capital Financial Advisers, Llc, Valhaven Wealth Management, Llc, and Wells Fargo Advisors.

Who are Shane Sullivan, Cfp®'s colleagues at Cetera Financial Group?

Shane Sullivan, Cfp®'s colleagues at Cetera Financial Group include Makayla Pena, Lynette Brown, Kimberly Dahl, Reddy Sandadi, and Ahmad Najib.

How can I contact Shane Sullivan, Cfp®?

You can use AeroLeads to view verified contact signals for Shane Sullivan, Cfp® at Cetera Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Shane Sullivan, Cfp® attend?

Shane Sullivan, Cfp® holds Bachelor Of Business Administration (Bba), Finance And Financial Management Services from Texas A&M University.

What skills is Shane Sullivan, Cfp® known for?

Shane Sullivan, Cfp® is listed with skills including Investments, Wealth Management, Strategic Financial Planning, Asset Managment, Retirement Planning, Estate Planning, Alternative Investments, and Investment Advisory.

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