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.
Denver, Colorado
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.
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Colin Farr
"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."
Michaela’s published work
Market Updates & Economic Outlook
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How can I help?
Retirement Planning
Financial Planning & Analysis
Tax Optimization
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.
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.Â
In her downtime, Michaela enjoys spending time with her husband and their six charming felines, engaging in art, yoga sessions, and hiking.
Certifications
Series 65Â
Colorado Insurance license
Book a 30-min introductory call with Michaela.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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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