Zarina Sullivan

Zarina Sullivan is a Senior Advanced Planning Consultant at Cetera Financial Group since July 2016, where expertise includes providing consultation and support in wealth transfer planning, retirement planning, and business succession planning for independent financial advisors. Prior experience includes serving as a Financial Analyst at The Sterling Group from March 2015 to March 2016, where responsibilities involved evaluating client information, creating marketing materials, writing financial plans, and managing investment portfolios. Earlier roles at Fidelity Investments included Investment Advisor and Client Support/Trader, focusing on retirement income planning, tax-efficient strategies, and client engagement. Zarina holds an MBA in Management and Finance from Tarleton State University, earned between 2006 and 2008.