Brad Sullivan, CFP®

Brad Sullivan, CFP is an experienced fiduciary investment advisor who helps affluent individuals and their families organize, plan, and manage their wealth with a highly personalized experience. We serve clients throughout the United States and meet with you in person or virtually, providing you access to high level financial professionals wherever you reside. Our physical advisory offices are located in Southern California, Northern California, and back office support in Camarillo, CA. About Our Team: The Sullivan Wealth Management Group’s financial advisors each have extensive experience of over 20 years in the investment industry – including Portfolio Management, Financial Planning, Life Insurance, and Estate Planning related services. Clientele: We have served clients that include high net-worth families, Fortune 500 executives, national news media personalities, young professionals, and small to mid size business owners. 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 and other brokerage services are offered through Fidelity Brokerage Services LLC, Charles Schwab, and TDAmeritrade, Member NYSE/SIPC.