Hannah Sullivan, CFP®

Hannah Sullivan, CFP®

Financial Planner

Hannah joined the Financial Services industry in 2016. She earned a Bachelor’s degree in Business Administration with a concentration in Finance from California State University, Fullerton. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the CRPC® designation (Chartered Retirement Planning Counselor) from the College for Financial Planning.

Hannah delivers meaningful advice to her clients through the Modern Wealth Design financial planning process and guides her clients through every stage of life. It is important for Hannah to understand her clients’ goals and objectives to find the most efficient strategies and tools to be successful.

In Hannah’s free time, she enjoys trying new restaurants, spending time with her husband Brian and their dog Luna, and volunteering as an advisor for her sorority. Through her volunteer work, she is able to educate, mentor, and empower young women to become the best versions of themselves and strong leaders in the professional world and beyond.

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