Kristin Sullivan

CWS®, MBA

Financial Advisor

[email protected] | 925.866.7800

With over 30 years of experience in financial planning and investment management, Kristin Sullivan brings a wealth of knowledge and perspective to help you achieve your financial goals. As a Certified Wealth Strategist (CWS®), she understands the intricacies of wealth management, the importance of balancing complex financial forces, and the need to adapt strategies as conditions evolve.

 

Kristin is dedicated to her clients’ unique financial objectives, believing that the most effective wealth management strategies consider the broader financial picture. Her comprehensive, strategy-focused approach, combined with consistent personal attention and a steadfast commitment to her clients’ best interests, sets her practice apart.

 

By cultivating deep and valued relationships with her clients, Kristin gains a thorough understanding of their needs and goals. She works diligently to enhance and preserve their investments, employing long-term financial strategies. Kristin is knowledgeable in portfolio management, risk management, retirement planning, cash flow planning (including IRAs and 401(k)s), estate planning, 529 education savings plans, tax-efficient investing, and more.

 

A trusted advisor, Kristin’s integrity and dedication have earned her the confidence and loyalty of her clients throughout the years. A resident of Pleasanton for 28 years, Kristin holds a degree in Business Economics from the University of California, Santa Barbara, and an MBA from Cal State East Bay. Outside of work, she enjoys spending time with her fiancé, her two sons, and her fiancé’s three children and grandchild. Kristin joined Summit Financial Group in 2024, eager to bring her expertise to a dynamic new team and continue delivering exceptional service to her clients.

 

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