Sr. Wealth Advisor - Sullivan Wealth Management Group
Financial Adviser in Newport Beach, CA
Brad Sullivan is an experienced investment advisor and Certified Financial Planner™ professional who helps families and businesses manage their wealth and plan for their financial goals. Brad serves clients through the United States and has offices in the greater Sacramento area and Newport Beach, California. About Our Team: The Sullivan Wealth Management Group, an independent Registered Investment Advisory (RIA) firm, is an experienced team of investment advisors that help you plan, implement, and manage your financial resources. Our financial advisors have extensive experience in many areas of the investment industry – including Portfolio Management, Insurance, Consulting, Business Retirement Plans, Estate and Financial Planning. www.SULLIVANWMG.com Required disclosures: Not all services may be available or suitable for all investors. Investing involves risk including the loss of principle. Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, a registered investment advisor (RIA) registered with the Securities and Exchange Commission. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Custody services and other brokerage services are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC.
- Bonds & Fixed Income
- Education Savings
- Life Insurance
- Mutual Funds
- Retirement Planning
- Risk Management
- Tax Advantaged Investments
Certified Financial Planner (tm)
Senior Wealth Advisor
Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, an SEC Registered Investment Adviser. Brokerage and custody services provided to advisory clients are offered by Fidelity Brokerage Services LLC, member NYSE/SIPC. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Supervisory office located at 807-A Camarillo Springs Road, Camarillo, CA 93012.