Bryan Sullivan

Role
Chief Executive Officer at Wealthsource Partners, Llc
Location
San Luis Obispo, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Chief Executive Officer

    Wealthsource Partners, Llc

    Nov 2015 — Present · San Luis Obispo, CA, US

    Wealth Management | Investment Risk Mitigation | Retirement Planning •Comprehensive Values Based Financial Planning •Fee Only Advisory Services •Advising families and business owners on matters of financial health. •Complete Best-in-class Advisory team of subject matter experts that consult on Financial Planning, Money Mangement, Tax Planning, Estate Planning, Risk Management.

Education

  • Oregon State University

    BFA

    1988 — 1991

  • University of Oregon

    N/A

    1986 — 1988

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Bryan Sullivan — Chief Executive Officer at Wealthsource Partners, Llc in San Luis Obispo, CA, US | Unifers