Robert J. Sullivan, CFP
I have been helping clients manage their wealth since 2015. Prior to that, I worked for 17 years in corporate finance. In 2019, I joined the Debczak Wealth Management Group of Wells Fargo Advisors.
I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs and goals. My mission is to provide every client with personalized, comprehensive financial advice and portfolio management strategies delivered with the highest level of personal service and professional integrity.
In 2018, I earned my CFP® certification. The CFP® certification is awarded to those financial professionals who meet stringent financial services experience requirements, complete a comprehensive educational curriculum encompassing all major aspects of financial planning, and pass a rigorous examination.