Kristi Sullivan
CFP
®
Certified Financial Planner
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.
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.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
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.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
Selected stories from Kristi
Best life insurance companies in Alabama
Updated | 5 min read
We picked the five best life insurance companies for Alabamans based on price, customer experience, transparency, and financial strength.
How accidental death & dismemberment insurance (AD&D) works
Updated | 3 min read
AD&D insurance pays out a death benefit if you are seriously injured or die from an accident.
How much does a funeral cost?
Updated | 8 min read
Final expenses can be costly. A funeral with a viewing and burial is $7,848 on average, while a funeral with cremation costs $6,970.
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