Kevin Sullivan, CFA®, CFP®, AIF®

kevin.sullivan@raymondjames.com

Kevin has more than 24 years of financial planning and investment management experience and is a Chartered Financial Analyst^®, one of the most respected and recognized investment designations. In addition, he is a CERTIFIED FINANCIAL PLANNER^® practitioner. By being certified by the CFP Board, Kevin has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience, and ethical requirements. He is also an Accredited Investment Fiduciary - AIF.

After meeting with clients to understand their individual needs, Kevin creates customized strategies designed to help them reach their financial goals. He stays up to date with clients’ changing circumstances to help ensure that their needs are continually being addressed. Before joining Raymond James, Kevin worked at Andersen Consulting. He earned a bachelor’s degree in business administration with areas of emphasis in finance and information systems from the University of Colorado at Boulder.

Active in the community, he is currently a board member of Westside Cares and UCHealth Memorial Hospital Foundation. Over the years, he has served his community on committees & boards with United Way, Mental Health America, Ambicab (now Envida), Colorado Springs District 12 Accountability and Accreditation, and The Independence Center. Kevin was born in California, but at age 5, moved to Colorado Springs where he lives today with his daughter Lilah. Kevin spends his free time tinkering with electronics and enjoys movies and music.

 

Certified Financial Planner Board of Standards Center for Financial Planning Inc. owns the certification marks CFP^®, Certified Financial Planner™, CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with the above organizations and/or charitable causes.