Brad Sullivan CFP®
Senior Wealth Advisor
Brad Sullivan, CFP® is the co-founder of Sullivan Wealth Management Group and brings over 20 years of experience in financial services and investment management. He currently serves as a Senior Portfolio Manager and CERTIFIED FINANCIAL PLANNER™ professional, helping clients navigate complex financial decisions with clarity and confidence.
Brad began his career in 2000 and has worked across multiple sectors of the industry, including institutional portfolio management, insurance product distribution, and regional commercial banking. His personal investment journey began even earlier, when his father taught him how to start trading in the stock market in 1993.
Before launching his independent RIA firm, Brad held leadership and analyst roles at some of the world’s largest financial institutions. His prior experience includes:
- Senior Portfolio Manager & Vice President, Morgan Stanley – Roseville & Newport Beach, CA
- Financial Advisor, The Sullivan Group at Wachovia Securities – Sacramento, CA
- Offshore Portfolio Analyst, PIMCO – Newport Beach, CA
- Senior Internal Wholesaler, MetLife Investors – Newport Beach, CA
- Senior International Portfolio Accountant, Barclays Global Investors / Investors Bank & Trust – Sacramento, CA
- Regional Commercial Banking, Wells Fargo – San Francisco Bay Area
Brad holds a bachelor’s degree in Business Administration with a concentration in Finance from California State University, Chico. He also studied International Economics at the University of Reading in England and earned a Certificate in Personal Financial Planning from the University of California, Irvine.
Active in his community, Brad has served on the Board of Directors for the March of Dimes, as Treasurer for Lakehills Covenant Church, and as a board member of the Active 20/30 Club of Sacramento. He also previously coached youth Pony Baseball in Newport Beach and Irvine, supporting local families and mentoring young athletes.
California Insurance License #0E25573
*CFP ®, CERTIFIED FINANCIAL PLANNER ™ and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
