Michael Sullum, CRPC^™

For more than 20 years, Michael Sullum has helped professionals, business owners, and retirees navigate their financial lives with confidence. He works closely with clients to develop personalized wealth management strategies focused on preserving, growing, and protecting their assets. His areas of experience include investment management, retirement planning, insurance solutions, and comprehensive financial planning tailored to each client's unique goals and circumstances.

Prior to entering wealth management, Michael was a top proprietary trader with E*TRADE Financial, where he developed the disciplined investment principles and risk management approach he continues to utilize today.

Michael serves clients nationwide, with most relationships conducted virtually. Through secure digital planning tools, video meetings, and phone consultations, he provides convenient, personalized financial guidance regardless of a client's location. His flexible and technology-driven approach allows clients to receive the same professional level of service and attention without the need to travel to a physical office.

At the core of Michael's practice is a commitment to understanding what matters most to each client. He works diligently to create customized strategies aligned with each client's financial objectives, lifestyle, and long-term vision. By fostering open communication and valued relationships, Michael strives to help clients make informed decisions and pursue greater financial confidence.

Michael holds FINRA Series 7, 63, 65, and 55 securities registrations,as well as life, health, and annuity insurance licenses. He is also a Chartered Retirement Planning CounselorSM (CRPC®) and has earned Partner status at Aegis Consulting.

Originally from Scranton, Pennsylvania, Michael graduated from the University of Delaware and began his career in the New York metropolitan area. He and his wife, Jennifer, along with their children, Carson and Sarah, enjoy fishing, hiking, snorkeling, traveling, and spending time outdoors. They divide their time between South Florida and Tetonia, Idaho, near Jackson Hole, Wyoming

Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks of The College for Financial Planning Institutes Corp. in the United States.