Jon Sullivan, CFA, CFP®   Wealth Management Associates Chief Compliance Officer  400 Main Street, Suite 200 Pleasanton, CA 94566 925-462-6007  jonsullivan@wealth-mgt.net

Jon Sullivan, CFA, CFP®
Wealth Management Associates
Chief Compliance Officer

400 Main Street, Suite 200
Pleasanton, CA 94566
925-462-6007
jonsullivan@wealth-mgt.net

 

Jon Sullivan, CFA, CFP®

Jon Sullivan,CFA,CFP® is the Chief Compliance Officer for Continuum Advisory. He is responsible for the firm’s regulatory compliance as well as oversight of its advisors. Jon is a CFA charter holder as well as a CFP® professional, and has worked in the financial services industry since 2006. He has a degree in Financial Services with an emphasis in Personal Financial Planning from San Diego State University.

 

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