Patrick Sullivan, CFP®

Patrick Sullivan, CFP® has extensive work experience in the financial services industry. Patrick currently serves as a Senior Financial Planner at Connecticut Wealth Management, LLC, a role they have held since January 2023. Prior to this, they were a Financial Planner at the same company from October 2021 to January 2023.

Before joining Connecticut Wealth Management, LLC, Patrick worked at Asset Strategies, Inc. as a Tax and Financial Advisor from December 2016 to October 2021. Patrick also gained valuable experience as a Senior Accountant at Sullivan & Company, CPAs from December 2013 to October 2016.

Patrick Sullivan, CFP®, obtained their Bachelor of Science (BS) degree in Accounting from Salve Regina University. Patrick attended the university from 2009 to 2013. Prior to that, they completed their high school education at Gonzaga College High School in 2008. In addition to their formal education, Patrick Sullivan also obtained the CERTIFIED FINANCIAL PLANNER™ Professional certification from the CFP Board in December 2021.