“This rare right-brain/left-brain view provides valuable guidance that can help all of us better navigate the road to a successful retirement and a more meaningful life.”
Don Phillips
Morningstar
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The Author
Greg Sullivan is the Co-CEO and Co-Founder of SBSB Financial Advisors, and is a Certified Financial PlannerTM professional and a certified public accountant (CPA) with more than 35 years of business, investment management, and financial planning experience. Barron’s, a national financial publication, has recognized Greg as one of the Top 100 Independent Financial Advisors and Washingtonian magazine named him as one of the Top Wealth Advisers in Washington, DC.
Learn more about Greg Sullivan