Broker Check
Michael S. Sullivan, CFP®

Michael S. Sullivan, CFP®

President

Michael S. Sullivan is President of Beratung Advisors.  Michael’s passion is in understanding his clients’ goals and finding solutions designed to pursue those goals.  Michael has spent his entire career in the financial services industry. Mike first joined Waddell & Reed as a Financial Advisor in 2001 and merged his practice with Beratung Advisors in 2019. 

Michael focuses in the following financial planning areas:

Personal Financial Planning

  • Retirement Planning
  • Investment Planning
  • Education Planning
  • Budgeting and Debt Management
  • Insurance Planning
  • Estate Planning

Small Business Planning

  • Business Succession Planning
  • Business Retirement Planning
  • Business Insurance Planning

 

Michael holds a degree in Business Marketing from Edinboro University.  Michael is also a CERTIFIED FINANCIAL PLANNER™ professional.

Michael lives in Hampton Township with his wife, Katie, and their four daughters.  Michael enjoys football, golfing, and bowling.  He also enjoys camping, traveling, and most of all spending time with his family.

 

Waddell & Reed, Inc. is not affiliated with any other entities referenced herein.  06/19