Zarina Sullivan MBA, CFP®, CDFA®
v Sullivan is a Senior Advanced Planning consultant with Cetera's Advanced Planning Group who provides consultation, advice, and support in technical areas of financial planning.
Zarina consults with advisors on complex topics such as wealth transfer, estate planning and business succession planning, retirement planning, charitable giving, and tax issues, among others.
She also writes publications and white papers on topics of taxation, estate and financial planning.
Before coming to Cetera, Zarina worked in advisory and consulting roles with Fidelity Investments and worked as a financial planning analyst for an RIA in Pasadena, Calif.
Originally from Belarus, Zarina moved to the United States to pursue her MBA with minor in finance, which she earned from Tarleton State University, part of A&M System in Texas. She has been a CFP since 2013 and holds Certified Financial Divorce Analyst® designation. She holds Series 7 and 65 securities registrations as well as insurance license.