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Nicole Sullivan (CFP®, Retirement Management Advisor®)

Nicole Sullivan focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • High Net Worth Client Needs
  • Millennials
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Nicole works with entrepreneurs, business owners, millennial households, and women. Nicole also draws on her experience in retirement planning and high-net worth financial planning

Additional Information

Nicole Sullivan is the Co-Founder and Director of Financial Planning at Prism Planning Partners. With a passion for the human side of finance, she is dedicated to helping clients use money as a tool to achieve their personal and professional goals. Nicole especially enjoys working with millennials, business owners, and entrepreneurial women.

Since entering the financial services industry in 2012, Nicole has shared her insights with media outlets, including Bloomberg, MarketWatch, Financial Planning, USA Today, and CNBC. She is a graduate of the Financial Planning Program at the University of Illinois at Urbana-Champaign.

Nicole lives in the western suburbs of Chicago with her husband, Matt, toddler son, and cat. When she's not working, she enjoys spending quality time with her family, exploring the outdoors, weightlifting, and traveling. Nicole also serves as treasurer for the Elmhurst Area Mom’s Group.

Designations: Certified Financial Planner (CFP®), Retirement Management Advisor (RMA®).

NAPFA Start Date

November 14, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

321 S. Milwaukee Ave, Libertyville, IL 60048 Phone: +1 (847) 250-6193
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