Robert D. Sullivan, ChFC

Chartered Financial Consultant

Robert D. Sullivan is a founding member of The Comprehensive Wealth Management Group in West Chester, Pennsylvania. The Comprehensive Wealth Management Group is the formal organization of four independent financial planning practices with extensive expertise in all areas of Wealth Management. As a financial service professional, Rob offers innovative strategies to today’s complex retirement and estate planning issues that affect business owners, professionals and affluent individuals. Common objectives of Rob’s clientele include wealth transfer planning, business continuation planning and portfolio management, to name a few.

A dedicated financial services professional since 1983, Rob speaks of his work with enthusiasm: "My mission is to listen to my clients and understand their needs and values. My approach is to educate my clients so that they feel comfortable with my ideas and recommendations. I will only recommend appropriate financial products or services."

Rob holds a degree in Finance from Penn State University and has continued his career-related education to stay current in his field. Rob has earned the designation of Chartered Financial Consultant (ChFC), a professional financial planning designation granted by the American College. The American College is the nation’s oldest and largest institution devoted exclusively to academic studies relating to financial services. In addition, Rob is a member of The Society of Financial Service Professionals.

Away from the office, Rob is active in his church’s ministries and is also a member of The Men of Malvern laymen’s retreat committee, responsible for organizing and arranging spiritual retreats for his group of more than 300 men every year.

Rob has two children, Maureen and Colin and lives in West Chester, Pennsylvania. For recreation and relaxation, Rob enjoys golf and coaching children’s sports.

Phone (610) 436-8500
Fax (610) 436-9127