Zarina Sullivan
Financial Planner at Cetera Financial Group
- Role
- Certified Financial Planner at Cetera Financial Group
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Zarina Sullivan
As a Financial Planner I write and present plans for clients using my extensive financial planning experience. I add clarity for clients and advise on the following topics: · Wealth transfer planning, including estate preservation and legacy planning, revocable and irrevocable trusts, charitable giving, wealth replacement, intra-family transfers, gifting, and asset protection · Retirement Planning, including IRA and qualified plan laws, rules and procedures, distribution rules and opportunities, NUA and other qualified and non-qualified compensation plans · Business and Succession Planning, including executive compensation, nonqualified deferred compensation plans, key-person insurance, and buy-sell agreements, etc. · Stock Options - tax strategies and exercise methods · Life Insurance and Annuity Planning, 1035 exchanges, policy transfers, assignments and beneficiary changes, tax implications · Use Money Guide, Emoney, ATS, Crescendo, Brentmark and other software · Write publications and white papers on topics of taxation, estate and financial planning and do presentations on different financial planning topics · Educate financial advisor on financial planning · Create educational materials, educational programs and write financial planning processes manuals · Do financial planning software testing every quarter for MoneyGuide Pro software. · Lead RICP educational group sponsored by Cetera · Act as the Leader of Women’s+ Employee Resource Group
Experience
Certified Financial Planner
Jan 2025 — Present · Los Angeles, CA, US
As a Financial Planner I write and present plans for clients using my extensive financial planning experience. I add clarity for clients and advise on the following topics:• Wealth transfer planning, including estate preservation and legacy planning, revocable and irrevocable trusts, charitable giving, wealth replacement, intra-family transfers, gifting, and asset protection• Retirement Planning, including IRA and qualified plan laws, rules and procedures, distribution rules and opportunities, NUA and other qualified and non-qualified compensation plans• Business and Succession Planning, including executive compensation, nonqualified deferred compensation plans, key-person insurance, and buy-sell agreements, etc.• Stock Options - tax strategies and exercise methods• Life Insurance and Annuity Planning, 1035 exchanges, policy transfers, assignments and beneficiary changes, tax implications • Use Money Guide, Emoney, ATS, Crescendo, Brentmark and other software• Write publications and white papers on topics of taxation, estate and financial planning and do presentations on different financial planning topics• Educate financial advisor on financial planning• Create educational materials, educational programs and write financial planning processes manuals• Do financial planning software testing every quarter for MoneyGuide Pro software. • Lead RICP educational group sponsored by Cetera• Act as the Leader of Women’s+ Employee Resource Group
Education
Tarleton State University
MBA, Management and Finance
2006 — 2008
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