Kerri M. Sullivan-Kreiss is the President and founder of SullivanKreiss Financial, an independent financial and wealth strategies firm established in 2004. With over 30 years of experience in financial planning and investment advisory services, Kerri specializes in providing exceptional wealth management solutions to corporate executives, physicians, business owners, retirees, and other affluent and emerging affluent individuals.

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Kerri began her career after graduating magna cum laude from Bucknell University, where she earned dual degrees in Economics and Spanish. She spent 13 years as a financial consultant with AXA Advisors, LLC before founding SullivanKreiss Financial to provide independent financial guidance that prioritizes her clients’ long-term success.

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Professional Designation, Certifications, Registrations, and Licenses:

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• CERTIFIED FINANCIAL PLANNER® certification awarded by CFP® Board. The CFP designation signifies a financial advisor who has met rigorous education, examination, experience, and ethical requirements, demonstrating competency in providing comprehensive financial planning advice. 

• Accredited Investment Fiduciary® (AIF®) designation awarded by Fiduciary360 (Fi360), an organization offering training, tools, and resources to promote a culture of fiduciary responsibility and improve the decision-making processes of fiduciaries. The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

• Certified Divorce Financial Analyst® (CDFA®) awarded by the Institute for Divorce Financial Analysts (IDFA), the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.  CDFA® professionals provide the client and attorney with data analysis that shows the financial effect of any given settlement to help them understand how the financial decisions they make today will impact their financial future. 

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Professional Memberships:

• Financial Planning Association

• Financial Services Institute

• Financial Therapy Association  

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Kerri is a dynamic and experienced speaker, having delivered numerous educational seminars on wealth management and financial planning. Her audiences have ranged from professional associations and businesses to schools, universities, and hospitals, all seeking to provide valuable financial planning insights to their members and employees. In addition, Kerri is dedicated to fostering financial literacy among younger generations and offers financial education programs to elementary schools as part of the firm’s ongoing commitment to empowering school-aged children with essential financial knowledge.

Outside of her professional life, Kerri lives in Northborough, Massachusetts, with her husband, John, and their two daughters, Morgan and Alyson. She enjoys playing tennis and cherishes spending quality time with her family.