Michael Sullivan is a CERTIFIED FINANCIAL PLANNER® professional, Certified Exit Planning Advisor. As Partner and Senior Financial Advisor of Sullivan Private Wealth, a Shore to Summit Wealth Management Partner, operating under the Wells Fargo Advisors Financial Network (WFA FiNet), Michael provides comprehensive wealth management strategies tailored to each client's unique needs, values, and aspirations.
With 27 years of experience, Michael works with individuals, families, and business owners to help them prepare for retirement, navigate business transitions, and preserve wealth across generations. He and his team take the time to understand each client’s goals, values, and priorities before developing personalized strategies and providing thoughtful, straightforward guidance. Their goal is to help clients feel more confident about their financial future and stay focused on the people and pursuits that matter most.
Through Sullivan Private Wealth, Michael combines the independence and flexibility of a boutique advisory practice with the extensive resources, research capabilities, and technology available through the Wells Fargo Advisors Financial Network platform. This structure enables him to deliver objective advice while providing clients access to sophisticated planning tools and industry-leading resources.
Michael earned a BA in Business Economics from the University of California, Riverside, in 1993, then served for two and a half years as a Peace Corps volunteer in Paraguay. He joined Edward Jones in 1999, became a limited partner in 2006, and mentored newer advisors throughout his career. He remains committed to ongoing education and advanced planning strategies so he can continue delivering meaningful value to his clients.
Michael’s commitment to service extends well beyond his professional work. He served two terms as a Del Norte County Supervisor and spent 11 years on his local Chamber of Commerce board, including two years as president. He also serves on the Humboldt Area Foundation board. His community involvement includes 28 years with Crescent City Rotary, 30 years with the Elks Club, and a decade coaching girls’ basketball at Del Norte High School.
Michael and his wife, Randi, have been married for 11 years. Their family includes son Blake, stepsons Dustin and Matthew, and grandsons Hunter, Connley, and Dawson. Outside the office, Michael enjoys traveling and cheering for the Del Norte Warriors and his favorite NFL team, the Miami Dolphins. At age 53, he also successfully completed the Portland Marathon.
CA Insurance License: 0C65259