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(303) 997-8834
Info@DelegatedPlanning.com

The Advisor's Resource for Financial Plans

Shanda Sullivan

Shanda Sullivan graduated from Northeastern State University with a bachelor’s Degree in Finance, and after completing the rigorous standards, is honored to be a CFP® professional. She formed her own financial planning firm, Sullivan Financial Strategies, in 2012 with a focus on guiding younger clients in managing their finances. Shanda chose to become a financial planner not only to help others avoid the financial mistakes that she made when she was younger, but also because she loves how money is a tool and if handled correctly, it can help each person achieve their dreams.

After careful thought, Shanda realized that she most enjoyed the “behind the scenes” aspect of financial planning and joined Delegated Planning in 2016 to provide virtual planner services to our Advisor-Clients.  She is skilled in performing cash flow analysis, creating workable budgets, analyzing client goals and financial plan creation.

Shanda feels very blessed to have a wonderful husband and two fantastic daughters. Aside from spending time with her family, she enjoys reading, gardening, landscaping, photography and cooking.