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Michaela Sullivan, CFP®

Hi there! 👋🏼 I’m Michaela, I am dedicated to supporting my clients in retirement planning and major life transitions like divorce, retirement, bereavement, and liquidity events. I also focus on empowering women to navigate these changes, offering knowledge and guidance.

MICHAELA'S TEAM:

Helen Zhang

Michael McCarthy CFP®

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Denver, Colorado

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Sullivan Farr
Wealth Advisors

Michaela and Colin Farr have become partners to establish Sullivan Farr Wealth Advisors at Savvy. They believe that Michaela’s expertise in financial planning with Colin Farr’s investment acumen will help them better serve their clients. They understand the power of collaboration in enhancing client experiences and providing vital support throughout the various stages of their lives.

Colin Farr

Colin enjoys educating his clients with detailed explanations or high-level overviews, ensuring they have a deep understanding of their investments and portfolio setup. Colin believes in a personal approach, fostering comfort and trust. His aim is to build friendships with each client, making them feel like family.
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How MICHAELA works with clients
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"My philosophy when working with clients is to focus on personalization and tailored strategies to each client's distinct qualities and requirements, steering clear of a one-size-fits-all approach."

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How can I help?

Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence, regardless of age. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans with confidence and peace of mind.
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Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Michaela.

Get to know Michaela

Michaela, a Colorado native, earned her bachelor's in accounting in 2015. During her final year of college, she started working in the tax accounting field. Soon after graduation, she started working for a large financial firm in an accelerated career program designed to prepare her to become a financial advisor. Though she did not know much about finance when she began, she soon ended up becoming very passionate about the opportunity to do something that incorporated her growing financial knowledge while also being able to help people and make a difference in their lives through financial planning. In 2017, Michaela obtained her CFP® and became an associate financial advisor. She has been a financial advisor for over eight years and enjoys working with a dedicated practice of clients. 

In her downtime, Michaela enjoys spending time with her husband and their six charming felines, engaging in art, yoga sessions, and hiking.

Certifications
Series 65 
Colorado Insurance license

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Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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Michael McCarthy, CFP®

Investment Operations & Client Experience Lead

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Mike has been in the wealth management industry for 10 years, beginning his career at BNY Mellon’s Silicon Valley office. There, he learned the intricacies of wealth management and discovered his passion for helping families achieve their financial goals. He later became a Portfolio Manager at an ultra-high net worth RIA in Boston, where he honed his skills in developing custom investment strategies for clients.

Inspired by Savvy’s mission to bring a tech-focused energy to the wealth management industry, Mike joined the firm in July 2022 to drive the launch and continued evolution of their advisory capabilities. At Savvy, Mike has played a key role in developing, launching, and managing the in-house investment solution, Savvy Wealth Investment Management (“SWIM”). He also leads Savvy’s Client Experience Team, partnering closely with associates and advisors and aimed at  producing best-in-class services for their clients.  

Mike is a graduate of Northeastern University and holds his Certified Financial Planner™ (CFP®) designation. He resides in New York with his wife, Alex, and their golden retriever, Bondi.

Helen Zheng, ChFC®

Senior Client Associate

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Helen has been in the wealth management industry for over eight years. She started her career as an independent producer but moved into holistic financial planning earning her securities licenses and a financial planning designation. She later transitioned to Fidelity's wealth management sector in Silicon Valley where Helen provided support to advisors and clients nationwide. 


Joining Savvy was a deliberate choice for Helen, drawn to the pioneering advancements the company is making in wealth management. She views this evolution as a much-needed transformation in financial services, emphasizing a crucial juncture where efficient technology adoption will set apart wealth management practices in supporting clients.

Helen is an alumna of Loyola University Chicago and holds the prestigious Chartered Financial Consultant® (ChFC®) designation. She calls the San Francisco Bay Area home.

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