John P Sullivan CFP®, PFS, CPA (NO LONGER PRACTICING AS A CPA)
John P. Sullivan is a Certified Financial Planner™ professional who is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. He is a Personal Financial Specialist (PFS) and an inactive Certified Public Accountant (CPA) who earned a BS degree in Accounting from Fairleigh Dickinson University and a Master of Business Administration (MBA) in Finance from New York University Graduate School of Business. John applies his background to provide financial services and advice for individuals, professionals, small business owners, estates and trusts.
John has been a financial advisor since 1989. Prior to that John was Treasurer for a Fortune 1000 company and a senior manager at a Big Four CPA firm. In addition, John has been an adjunct professor of Finance and Accounting at Fairleigh Dickinson University as well as an instructor and lecturer at national financial seminars. With John's unique background and perspective to developing financial strategies, he frequently earns a place at the Million Dollar Roundtable*, a national forum of financial professionals as well as the Private Briefing and Premier Resource Groups*, which recognize the leading financial professionals of Securian Financial Services.
John is actively involved in a number of professional associations including The Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), and the Society of Financial Service Professionals (FSP).
John is also committed to the community where he lives and works. He has volunteered at St. Vincent De Paul Parish on the Finance and Pre-Cana committees and served for many years as a Trustee on the Board of the Oratory Preparatory School in Summit, NJ. In addition to those volunteer activities, John is also involved in youth sports as a coach and instructor.
John grew up in Summit, NJ and now resides with his wife, Cindy and son, Kevin in Gillette, NJ.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.