Kathy

Katherine Sheehan Sullivan

RP®

401-331-1575 (main) | 401-752-0579 (direct)
ksullivan@skwealth.com
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Kathy is a Senior Paraplanner with SKWealth. She joined the firm in 2003. Kathy participates in client meetings to assist with their planning needs, and works as part of the team to generate comprehensive financial plans that coordinate clients’ current and future goals. She has an extensive background in personal finance and credit counseling, having assisted clients in all aspects of budgeting techniques and debt management. She assists in coordinating marketing and special events for the firm.

While in credit counseling, Kathy worked with Consumer Credit Counseling Service Credit for Life Fair which helped to educate high school seniors on managing their personal finances. She also presented seminars in various high schools to educate students on managing their spending.

Education
College for Financial Planning’s Registered Paraplanner ProgramSM
Manhattanville College, Bachelor of Arts degree in Psychology
Credentials
RP® – Registered Paraplanner SM
Current Professional Affiliations and Charitable and Civic Involvement
AccessPT RI fundraising committee
Catholic Foundation, board member
Financial Planning Association, member
Rhode Island Financial Planning Association, member
SKNOW member