Kristi Sullivan

CFP

®

TwitterLinkedIn

Certified Financial Planner

Expertise

Financial planning, estate planning, insurance planning, investment management

Education

Colorado State University (BA); CFP Board (CFP®)

About

Kristi Sullivan, CFP®, is a certified financial planner, a member of the Financial Review Council at Policygenius, and the owner of Sullivan Financial Planning, LLC, where she helps people make important life decisions while knowing the effects on their finances. Previously, she was a regional consultant at Fidelity Investments for nine years, where she taught classes about financial concepts. In addition to her CFP® certification, Kristi holds a FINRA Series 65 license and a business degree from Colorado State University.

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Want to interview a Policygenius expert?

Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.

press@policygenius.com

Policygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.

Selected stories from Kristi

Shopping for life insurance with your spouse

Updated  | 7 min read

Setting up the right financial plan for your family involves life insurance coverage for not just you, but also your spouse.

Read more

How much does a funeral cost?

Updated  | 8 min read

Funerals cost $7,000 to $10,000 on average. But with the right safeguards in place, your family can still celebrate your life without risking their financial health.

Read more

How long should my life insurance coverage last?

Updated  | 4 min read

How long your life insurance lasts depends on your financial needs. Most people need term life coverage that lasts 20 to 30 years.

Read more

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