John Sullivan, CFP®

Practice Management

Director/Executive Coach

Ph: 916.765.1529

Link to Coaching Card

John started his career as a financial advisor in 1981. Over the next three decades he has served in a variety of retail and wholesale leadership roles with two broker dealers. These roles included Training Manager, District Manager, Regional Manager-Field Leadership Development, Division Manager, Division Vice President, Managing Director, and Franchise Field Vice President. John has coached and consulted more than 500 advisors and regional vice presidents. He currently holds his S7, 9, 10, 24, 63, 65, and Life and Health Insurance Licenses. In 1987, John earned his CFP designation and has been a long standing member of the Financial Planning Association for over 25 years. He earned his Bachelors of Science degree from University of California, Davis, CA. John resides in Granite Bay, CA with his wife and two daughters. He enjoys family, road cycling, participating in local church and non -profit groups, and loves a great cabernet with chocolate.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

At the Core of Each Service is a Relationship Built On Trust

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