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Carey & Hanna’s Chris Sullivan Earns CFP Certification

Chris Sullivan of Carey & Hanna | Tax and Wealth Planners in Oxnard has earned Certified Financial Planner status from the CFP Board of Standards after passing the CFP exam in November.

Sullivan, a Ventura native, has served as a financial paraplanner for Davin Carey for four years. Earning CFP certification recognizes a standard of excellence for competent and ethical personal financial planning, and for Sullivan it means an expanded role in the firm.

A 2003 graduate of Buena High School, Sullivan received his Bachelor of Arts degree in business from Brigham Young University in Provo, Utah, in 2010 with an emphasis on entrepreneurship. In 2015 he earned curriculum certification status from the American College of Financial Services. Sullivan lives in Ventura with his wife Jamie and 2-year-old daughter Tatum.

Carey & Hanna, founded in 1985, is located in the National University building near The Collection at 1000 Town Center Drive, Suite 200. The firm’s practice areas are: Wealth Management, Cash Flow & Debt Management, Family Risk Management, Retirement Planning, Education Planning, Legacy Planning, Business Planning, and Special Education Planning.

In 2015, Davin Carey was recognized by HD Vest at its Premier Advisors’ Forum as one of HD Vest’s 75 most successful advisors nationwide. Based in Dallas, HD Vest is a leading independent broker-dealer focused on wealth management solutions. Carey & Hanna also has won the Readers’ Choice Award for five consecutive years by readers of the Ventura County Star (2011-2015). 

To learn more about Carey & Hanna Tax and Wealth Planners call 805-644-0697 or visit www.taxwealthplan.com. 

Chris Sullivan, Financial Advisor
Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory services offered through H.D. Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Carey & Hanna, Tax and Wealth Planners is not a registered broker/dealer or independent investment advisory firm.