Chris Sullivan, CFP®

Wealth management is our specialty. We understand your financial goals, motivation, and how you picture your legacy. Our strategies are built specific to your unique, ever-changing situations.

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About 
Chris Sullivan, CFP

Chris Sullivan, CFP®, is a seasoned financial professional with over 40 years of experience helping clients build, protect, and preserve their wealth. Now working independently, he provides personalized financial planning and insurance solutions through Futurity First Wealth Management, Sequent Planners, and Futurity First Insurance Group. Chris specializes in retirement planning, income protection, and asset preservation strategies designed to give clients confidence and security for the future.
Financial Advisor/Owner
Chris Sullivan


Chris Sullivan, CFP®
Financial Planning and Investment Advisor
(805) 479-1025


3047 Delta Coves Drive
Bethel Island, CA 94511
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