Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Mary Ann S
CFP®, Series 65
Mammoth Lakes, CA
395 Financial Planning
Mary Ann Sullivan is a CFP® professional with two years of experience in financial advising. She is the principal at 395 Financial Planning, an independent, fee-only firm, and previously worked for three years at South Bay Financial Partners. Before entering the financial industry, she spent 20 years with the Los Angeles Unified School District. 395 Financial Planning provides comprehensive financial planning services to individual and high-net-worth clients, focusing on retirement, cash-flow, tax-aware guidance, and estate planning. The firm follows passive investing principles and Modern Portfolio Theory, offering planning through fixed fees rather than asset-based charges.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters