Q&A with Justin
What do you think is the biggest misconception about financial planning?
The biggest misconception about financial planning is that it is simple: save more, spend less. The reality is that budgeting is just the tip of the iceberg.
Why would you recommend someone consider a career as a CFP® pro?
Being a CFP® pro is a career that balances the technical with the relational. I would recommend this profession to anyone who likes to use their brains and their personality
What do you do outside of work?
Outside of work, I am passionate about volunteerism and my hobbies—camping, playing the guitar and traveling the world.
Watch Justin’s Video
Justin Sullivan is an Investment Advisor and Vice President at a wealth management company. In his role he develops, communicates and executes tailored investment strategies for his clients. Justin works with a team of specialists in financial and estate planning, banking services and trusts to help clients achieve their financial objectives. He has regularly been featured on local news television and radio sharing valuable advice around financial planning.
Justin lives in Atlanta, Georgia and serves as a volunteer and board member with the local chapter of Court Appointed Special Advocates (CASA). Justin earned his Bachelor of Science in Business Administration at the University of Pittsburgh.