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.
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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 Utah (2025)
Updated | 5 min read
We looked at cost, customer satisfaction, transparency, and financial strength to narrow down the best life insurance companies in Utah.
Best life insurance companies in Arizona (2025)
Updated | 5 min read
The right life insurance company for Arizona residents will offer the most competitive rates for the coverage that matches their needs.
Best life insurance companies in Wisconsin (2025)
Updated | 5 min read
To help Wisconsin residents find the best life insurance companies in their state, we looked at cost, coverage quality, and unique policy offerings.
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