Craig Sullivan
Areas of Expertise
Qualifications & Experience
- BS in Electrical Engineering and Computer Science, University of Connecticut
- 20+ years of experience in Investment Management, Retirement Planning and Tax Planning
Media
Words to Live By
Client Experience Professionals
Team Members
About
With over 40 years of professional experience – including more than two decades in financial services – Craig brings a distinctive blend of entrepreneurial perspective and financial expertise to the clients he serves.
Craig began his career in Silicon Valley, working with multiple tech startups and gaining firsthand insight into innovation, growth, and risk management. He later founded and led a nationally recognized SEC-registered investment advisory firm, where he built a reputation for thoughtful leadership and client-focused guidance.
Craig is known for his ability to connect with people and build lasting relationships rooted in trust, transparency, and shared purpose. He partners closely with clients to develop financial strategies that reflect their values, goals, and long-term vision.
Now based in Delray Beach, Florida, Craig enjoys golfing, exploring great wines, and cheering on his favorite college sports teams.