“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.

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