Mary Sullivan is a CFP-designated registered investment advisor at 395 Financial Planning, based in Mammoth Lakes, CA, with 2 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Ongoing financial planning is offered for a fixed monthly fee of $395, based on complexity. This includes developing and implementing a financial plan, monitoring it, and recommending changes as needed. The fee may be negotiable. Portfolio management advice is included at no additional cost.
Project-based financial planning services are offered for a fixed fee, ranging from $395 to $10,000, depending on the project's complexity. This includes services such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. The fee is negotiable.
Contact
Mary Sullivan
Location
Mammoth Lakes, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
395 Financial Planning
Previous Registrations
South Bay Financial Partners
State Registrations1 state
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Exams
Additional Information
I spent two decades in public education as a teacher, principal, and administrator at Los Angeles Unified School District (LAUSD). My driving force is a belief in education as a tool for empowerment. This was evident in my proudest achievement: transforming one of LAUSD’s 10 lowest-performing schools. Now, I bring that same dedication to my work as a financial planner. My personal path to financial independence, including navigating the complexities of CalSTRS and MPIHP pensions, has given me a unique perspective and deep understanding of these systems. In our late 40s, my husband and I left our traditional careers for a new adventure in Mammoth Lakes. I now dedicate my encore career to helping others achieve the same freedom, empowerment, and security to live their dreams.