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Michael Sullivan

CFP®

Financial Planner

Professional Experience

Mike joined Sentinel Benefits & Financial Group in 2020 as a Financial Planner. He is a Registered Representative of Sentinel Securities, Inc. and an Investment Advisor Representative of Sentinel Pension Advisors, Inc.
 
Mike offers fee-based investment management and financial planning services to businesses, individuals and their families, and is firmly committed to building long-term relationships with his clients. Whether it’s planning for college expenses or retirement, Mike is committed to helping his clients succeed and strives to best understand their specific needs in order to help them realize their financial goals.
 

Educational Background and Certifications

 
  • Boston College, Chestnut Hill, MA—Ph.D., History
  • Boston College, Chestnut Hill, MA—B.A., History
  • Boston University, Boston, MA—Certificate in Financial Planning
  • The Commonwealth of Massachusetts – Life Insurance License
  • FINRA Series 7 & 66
  • Certified Financial Planner®, CFP®