Zarina Sullivan, MBA, CFP®, CDFA®
Advanced Planning Group - Senior Planning Consultant
Zarina Sullivan is a senior advanced planning consultant in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the nation by the number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
As an Advanced Planning Group consultant, Zarina is responsible for providing advice and support for financial advisors on numerous complex financial planning subjects. Her range of expertise includes areas such as retirement and education saving strategies, charitable giving planning issues, estate planning and wealth transfer, and tax issues, to name a few. In her spare time, Zarina provides financial education and counseling to U.S. military members and their families.