For more than 19 years, Bryan Sullivan has been a financial advisor helping individuals and families achieve their financial planning goals, by providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. Working with a network of highly skilled professionals in San Luis Obispo, CA he has dedicated his career to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.
Bryan became a licensed financial advisor in 1992 and worked with several Wall Street firms including Merrill Lynch and UBS until creating an independent, SEC-Registered investment advisory firm in 2009 - Vellum Financial.
It is his belief that the RIA platform is the final step in the evolutionary process toward providing unbiased investment management to their clients. In creating Vellum Financial, he has created a strictly objective financial advisory firm that incorporates "best practices" of investment management while avoiding the many negatives of the brokerage industry
Vellum Financial is the embodiment of his uncompromising focus on the client. Bryan aims to provide objective advice, complete transparency and unique access to "best-in-class" subject matter experts.
The firm that he has created gives him the opportunity to shape his own culture and to establish a higher standard of service and performance within his industry. Indeed, Vellum Financial represents an ethical, intellectual and deeply personal opportunity as owner-operator - the opportunity that culminates in allowing them to be a true steward of your assets.
A strong contributor to the community, Bryan has volunteered with the Morro Bay Lions Club and Big Brother Big Sisters organization. Resident in San Luis Obispo since 1994, Bryan and his wife Tricia, and their 4 children share a passion for outdoor activities and spending time with friends and family.