Pat has more than 30 years of financial planning experience. He works with many individuals and small businesses around the country, helping them achieve success through sound planning and investment management.
When Pat founded Sullivan & Associates in 1980, he was one of the first Certified Financial Planner™ practitioners in the area. It brought a higher level of sophistication to financial planning and enabled Pat to build one of the premier financial services practices in southern Colorado.
As a Certified Financial Planner™ practitioner, Pat has been dedicated to helping his clients work toward their financial goals by guiding them through the six-step investment planning process set forth by the Certified Financial Planner Board of Standards, Inc.
Pat earned a bachelor’s degree from the University of Maryland and an MBA from Pepperdine University. He taught finance and investment classes at the University of Maryland and Regis University as an adjunct faculty member for more than 10 years. Pat also served as an officer in the U.S. Army.
Originally from Syracuse, New York, Pat lives in Colorado Springs with his wife, Barbara. They have two sons, Kevin and Terrance. In his free time, Pat enjoys photography. Many of his photos are displayed around our offices.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.