Shaun Sullivan
RICP®, AIF®
Founding Partner, Senior Wealth Advisor
Shaun is a founding partner and a Senior Wealth Advisor offering comprehensive guidance to clients across all areas of retirement planning.
Shaun earned his degree in Economics with a minor in Business Administration from the University of Maine at Orono and began his career in financial services in 2010. Shaun holds the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies and the Retirement Income Certified Professional (RICP®) designation from The American College of Financial Services.
Shaun lives in Falmouth, Maine, with his wife, Molly, and their two children. He values time with his family—whether at home or exploring New England—and enjoys staying active through golf, skiing, and outdoor adventures.