John P. Sullivan, CFP®, PFS, CPA (NO LONGER PRACTICING AS A CPA)
Senior Financial Advisor
Education
Fairleigh Dickinson University - BS Accounting
New York University Graduate School of Business - Master of Business Administration in Finance
Professional Associations
The Financial Planning Association (FPA)
American Institute of Certified Public Accountants (AICPA)
Society of Financial Service Professionals (FSP)
Professional Registrations & Licenses
FINRA Series 7 and 66 Registrations
Life and Health Insurance
John P. Sullivan is a Certified Financial Planner™ professional. He is a Personal Financial Specialist (PFS) and an inactive Certified Public Accountant (CPA). 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 Deloitte. 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 for developing financial strategies, he frequently earns a place at the Million Dollar Roundtable*, a national forum of financial professionals.
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.
*The 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 also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.