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Meet Isabella Sullivan

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About Isabella

Isabella Sullivan, a Financial Planner with over 25 years of expertise, excels in wealth management at ABC Wealth Advisors. Committed to guiding clients to financial success, her portfolio includes financial, retirement, and estate planning, charitable giving, and risk management. Isabella collaborates with colleagues to exceed clients’ financial aspirations.

Her academic achievements include bachelor’s degrees in Finance and Economics from a prestigious university, graduating with honors. Isabella holds several designations, such as CFP, ChFC, CLU, RICP, and CLTC, demonstrating her dedication to staying at the forefront of financial planning.

Based in Northern Maine, Isabella serves clients nationwide through virtual channels, offering personalized financial guidance. Outside of work, she loves traveling. As part of ABC Wealth Advisors, Isabella empowers clients to navigate their financial journey confidently and achieve long-term goals.

Connect with Isabella on LinkedIn

 

Specializations

  • Financial planning
  • Retirement planning
  • Estate planning
  • Charitable giving
  • Comprehensive risk management
  • Personalized financial guidance
  • Virtual financial services
  • Long-term financial goal achievement

Qualifications

  • Over 25 years of expertise in financial planning
  • Multiple bachelor’s degrees in Finance and Economics from a prestigious university, graduating with honors
  • Certified Financial Planner (CFP) designation
  • Chartered Financial Consultant (ChFC) designation
  • Chartered Life Underwriter (CLU) designation
  • Retirement Income Certified Professional (RICP) designation
  • Certified in Long-Term Care (CLTC) designation

Adviser Q&A

What academic qualifications and professional designations does Isabella hold?

Isabella holds multiple bachelor’s degrees in Finance and Economics from a prestigious university, graduating with honors. She also has several professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Retirement Income Certified Professional (RICP), and Certified in Long-Term Care (CLTC).

Isabella’s portfolio includes financial, retirement, and estate planning, charitable giving, and comprehensive risk management.

Isabella Sullivan has over 25 years of expertise in financial planning.

FUN FACT!

Despite her meticulous approach to finance, Isabella harbors a passion for adrenaline-fueled adventures, with skydiving ranking high on her list of thrilling escapades. An avid collector of vintage vinyl records, she enjoys the timeless melodies of classic rock bands, finding solace in their nostalgic tunes. Isabella’s love for culinary exploration knows no bounds, often experimenting with exotic recipes inspired by her travels to enrich her palate and delight her taste buds.