MICHAEL SULLIVAN
CFP ® | EXECUTIVE VICE PRESIDENT
About
Michael S. Sullivan is President of Beratung Advisors. Michael’s passion is in understanding his clients’ goals and finding strategies. Michael has spent his entire career in the financial services industry. Mike first joined Waddell & Reed as a Financial Advisor in 2001 and merged his practice with Beratung Advisors in 2019.
Contact Michael
Education
Personal
Target Markets
Education
- Business Administration | Edinboro University
- CERTIFIED FINANCIAL PLANNER™
Personal
Michael lives in Hampton Township with his wife, Katie, and their four daughters. Michael enjoys football, golfing, and bowling. He also enjoys camping, traveling, and most of all spending time with his family.
Target Markets
- 30-62 married with children
- Needing help understating PSERS and 403B plans options
- We are busy with our career and need help making sure we are on track to obtain our goals; can you help us?
- 35-50 married with young children
- Over $100,000 in household income
- We need help making sure we are taking the appropriate steps to reach our goals; can you help us?
