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Jordan Sullivan

Jordan Sullivan

Financial Advisor

Jordan Paul Sullivan, a former medical doctor, takes a unique approach to financial planning and investing, one that leverages the analytical methods and creative reasoning he developed in medical school. During his junior clerkship year in Hangzhou, China, Sullivan served as President of a major international students union during which he developed business and investment experience while working directly with several major Chinese firms such as TenCent, Huawei, and Alibaba.

Sullivan has been a financial advisor with WestPac since July 2023, and has developed a passion for working with clients to get at the roots of their financial problems and set forth simple, practical solution using advanced analytics and long-term strategic planning. Sullivan specializes in creating personalized financial strategies for young professionals in their 20s and 30s. As their earnings begin to grow, young professionals are confronted with a multitude of difficult choices: how much to save, where to invest, how to balance retirement and income, whether to rent or purchase real estate, whether to pay off debt or maximize cash flow and liquidity. These are complex problems requiring complex solutions, but it's important that they are set out in a practical and simplified way, and this is where Sullivan excels.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4309716. | 2024-170603 Exp. 03/26