Jeanne Gibson Sullivan

Jeanne Gibson Sullivan

| CFP®

Financially In Tune, LLC

(781) 587-0582

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Fee Only Financial Planner Located in Wakefield, MA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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607 North Avenue
Door 12
Wakefield, MA 01880

Jeanne Sullivan is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Jeanne founded Financially in Tune in 2011 to provide financial planning services to a wide range of clients. She works with clients either on an hourly basis or in a retained relationship providing comprehensive portfolio management and financial planning.  Prior to establishing her own firm, Jeanne was a wealth manager for over 10 years at Back Bay Financial Group, a financial planning and investment management firm in Boston.  Her career in financial services spans almost 30 years and includes roles in strategic planning and marketing for firms such as Financial Research Corporation, Fidelity Investment and American Express.
Jeanne has volunteered for a number of financial literacy activities, including annual presentations to Mount Holyoke College seniors on basic financial planning issues and speaking at the Boston Public Library Series, “Taking the Mystery out of Retirement.”  She has been selected by The Boston Globe to be the financial planner for several money makeovers and now periodically writes a “Tip of the Week” and provides money makeovers for the Financial Planning Association’s website, www.fpanet.org
Jeanne was the Director of Consumer Education for the Massachusetts Chapter of the Financial Planning Association (FPA) from 2009-1011.  She is also a member of the National Association of Personal Financial Advisors (NAPFA), the largest organization of fee-Only financial planners and she is a member of the Garrett Planning Network, an international organization of Fee-Only, as-needed financial planners.
Jeanne has a BA in Economics with Honors from Mount Holyoke College, South Hadley, MA, a MALD with concentrations in International Economics and Business from the Fletcher School of Law and Diplomacy, Tufts University, Medford, MA, and a Certificate of Completion in Financial Planning from Boston University, Boston, MA.