Hannah Sullivan, CFP®
Financial Planner at Modern Wealth Design- Claim this Profile
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Topline Score
Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardApr, 2023- Nov, 2024 -
Certified Financial Planner (CFP)
CFP Board -
Chartered Retirement Planning Counselor (CRPC)
College for Financial Planning -
Life and Health Insurance
CA Department of Insurance -
Series 66
FINRA -
Series 7
FINRA
Experience
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Modern Wealth Design
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Jan 2020 - Present
Hannah Sullivan is a registered representative with J.W. Cole Financial, Inc and operating under the marketing name, Modern Wealth Design. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Modern Wealth Design and JWC/JWCA are unaffiliated entities. J.W. Cole Financial Representatives do not accept orders and/or instructions regarding your account by e-mail, voice mail, fax, or any alternative method. Privileged/ Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged and may be proprietary. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for message of this kind. Opinions, conclusions, and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it. For a copy of JWC’s Form CRS please visit HERE. For a copy of JWC’s Disclosure Supplement please visit HERE. By following the link, you consent to the receipt of the Form CRS electronically. For a copy of JWCA’s Form CRS please visit HERE. By following this link, you consent to the receipt of the Form CRS electronically. Show less
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Lincoln Financial Advisors
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Irvine, CA
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Financial Planner
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Jan 2020 - Jul 2022
Hannah Sullivan is a registered representative of Lincoln Financial Advisors Corp. Modern Wealth Design is a marketing name for registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CA Insurance License #0M87425 CRN2892408-010620 Offering securities to residents of CA, NV, and UT. Show less
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Lincoln Financial Group
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United States
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Financial Services
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700 & Above Employee
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Director Of Client Services
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Mar 2016 - Jan 2020
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Education
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California State University, Fullerton
Bachelors, Finance, General