Katherine Sheehan Sullivan

RP ®

Kathy is a Senior Paraplanner with SK Wealth Management, L.L.C. She 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. Kathy 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.

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/Civic Involvement

• Consumer Credit Counseling Service Credit for Life Fair, participated in helping to educate high school seniors on managing their personal finances
• Financial Planning Association, member
• Rhode Island Financial Planning Association, member