Co-Founder & Director Of Financial Planning
Nicole Sullivan, CFP®, RMA® is co-founder and director of financial planning of Prism Planning Partners. Prior to founding Prism Planning Partners, Nicole worked as a financial planner, specializing in providing financial planning and investment advice to a high net worth clientele.
As a co-founder of Prism Planning Partners, Nicole works closely with clients on their financial planning and investments, always putting their best interests first and helping to keep them in alignment with their goals as an objective third party. Nicole works with clients at all stages of their lives. However, she takes a special interest in serving her Generation Y peers, helping many of them overcome the challenge of student debt and work to create a life of financial freedom.
Outside of the office, Nicole is a fitness enthusiast. She is also involved with several local charities, including Youth and Family Counseling in Libertyville and Horizons for Youth.
Education: B.S., Financial Planning, the University of Illinois at Urbana-Champaign
Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Management Advisor® (RMA®)