Kevin Sullivan

CFP®

Rockbridge Investment Management, LLC

Financial Adviser - Partner

Kevin Sullivan

CFP®

Rockbridge Investment Management, LLC

Financial Adviser - Partner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Sullivan, CFP®

315-671-1933

Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country

Meet Kevin Sullivan

Kevin Sullivan is a fee-only financial advisor at Rockbridge Investment Management, LLC, located in Syracuse, NY.  Kevin is dedicated to understanding the issues his clients face and is committed to discussing solutions to simplify their lives. With over 25 years of financial planning experience, you will receive straightforward guidance from Kevin whether it's in a face-to-face meeting or over the phone. 

Kevin Sullivan is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kevin Sullivan is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Kevin Sullivan

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Office Locations:

  • 220 S Warren St
    Fl 9
    Syracuse, NY 13202

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