About Longleaf Financial Strategies, LLC

Christopher “Chris” Sullivan, CFP®

Christopher “Chris” Sullivan is a Certified Financial Planner™ professional with over 40 years of experience in the financial services industry. Throughout his career, Chris has been dedicated to helping individuals and families build, protect, and preserve their wealth with clarity and confidence.

Chris spent the majority of his career in leadership roles with two major insurance and financial services firms in both Southern California (Ventura) and Northern California. As a manager, he specialized in recruiting, training, and mentoring new financial advisors—helping shape the next generation of professionals in the industry. His success earned him numerous awards and recognition, including dozens of incentive travel experiences that took him and his wife, Linda, around the world.

He graduated from San Jose State University in 1984 with a Bachelor of Science degree in Business Management.

Today, Chris is semi-retired and works independently as a personal financial planner, offering tailored strategies designed to meet each client’s unique goals. He is affiliated with Futurity First Wealth Management, with advisory services offered through Sequent Planners, a Registered Investment Advisor. In addition, Chris provides insurance solutions through Futurity First Insurance Group (FFIG), giving his clients access to a broad range of highly rated insurance carriers.

Chris takes a comprehensive approach to financial planning.

He helps clients:

• Accumulate wealth for a comfortable retirement

• Protect their financial future with life insurance

• Safeguard their income through disability insurance

• Preserve retirement assets with long-term care planning

His philosophy is simple: help clients prepare for the future, protect what matters most, and create income they can rely on throughout retirement—no matter what the market does.

Outside of his professional life, Chris enjoys spending time with his wife, Linda, and their blended family. They are proud parents of five children and grandparents to a growing family. Chris and Linda live on the water in their dream retirement home on Bethel Island, California, where they enjoy boating, fishing, and an active lifestyle that includes golf and pickleball.

Chris has also served as President of the Discovery Bay Pickleball Club for the past five years, reflecting his passion for community and connection.

Most people want to know:

• When can I retire?
• How can I retire?
• Am I actually set?
• Will I be OK in Retirement?
• What should I do with old IRA's and 401(k)'s?
• Are my investment choices aligned with my goals?
• What can go wrong?
• How do I mitigate risks and what are the risks of my plan falling apart?

I can provide a second opinion and help bring clarity.

My Process:

Step #1 - Analyze your current situation.

Step #2 - Identify gaps or risks to your retirement.

Step #3 - Provide (or recommend) clear answers and solutions.

Step #4 - Ongoing annual reviews to keep you on track.

I use Asset+Map to help you organize and view your financial details and submit that information to me so we can review and create an optimal financial plan for you!

start planning now

Note: This link takes you to my Asset+Map account page where
you can enter your contact info and begin organizing your
financial details!

About Longleaf Financial Strategies, LLC

Chris takes a comprehensive approach to financial planning.

asset+map

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