Broker Check
Joseph L. Sullivan, ChFC®

Joseph L. Sullivan, ChFC®

Financial Consultant®

Joe has dedicated over 35 years of his career establishing long term, personal relationships to provide financial guidance and wealth management from a structured and well-built foundation of understanding what’s important to investors. His comprehensive and intensive, hands-on analysis concentrates on the core values of financial planning. His leadership role has earned him the honor to serve on the Advisory Council and is a member of the Cetera Advisors Pinnacle Club.

Joe has branch offices in Sandwich, Massachusetts and Mt. Pleasant, South Carolina. He resides in the town of Sandwich, with his wife, Cindy, and their two sons, Bill and Brendan.

Specialty Areas

  • Wealth and investment management
  • Estate and tax planning
  • Access to exclusive institutional money management services
  • Access to private alternative investment strategies
  • Comprehensive financial and retirement analysis
  • Insurance analysis and solutions
  • Specializes in Maritime Retirement Options and Process

Professional Designations

  • Chartered Advisor for Senior Living (CASL)
  • Certified in Long-Term Care (CLTC)
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Life Underwriter® (CLU®)
  • Member, National Association of Insurance and Financial Planners

Education

  • The American College, Chartered Advisor for Senior Living
  • Certified in Long-Term Care
  • The American College, Chartered Financial Consultant®
  • The American College, Chartered Life Underwriter®
  • 1983 Graduate of Massachusetts Maritime Academy