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Mary Ann S
CFP®, Series 65
Mammoth Lakes, CA
395 Financial Planning
Mary Ann Sullivan is a CFP® and holds a Series 65 license, with three years of experience in financial advising. She is the sole advisor at 395 Financial Planning, an independent firm she founded after three years at South Bay Financial Partners and two decades with the Los Angeles Unified School District. 395 Financial Planning offers fee-only financial planning services to individuals and business owners, focusing on comprehensive and project-based engagements without managing client assets. The firm emphasizes passive investment management through index mutual funds and ETFs, using fixed, hourly, or project-based fees and coordinating with clients’ attorneys and tax professionals.
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