Zarina Sullivan, MBA, CFP®, CDFA®
Financial Plan Design Planner
Since joining Cetera in 2016, Zarina has played a critical role in helping financial advisors navigate complex financial planning concepts, including wealth transfer, estate planning, retirement strategies, and tax-efficient techniques. Previously, as a Senior Advanced Planning Consultant, she advised on business succession, stock options, and charitable giving.
With over 15 years in financial services, including her role as a Financial Advisor & Trader at Fidelity Investments, Zarina brings extensive experience.
She holds an MBA in finance from Tarleton State University, CFP® certification, & Certified Divorce Financial Analyst® designation. Zarina also has Series 7, and 65 securities registrations, and an insurance license. She contributes thought leadership through articles, presentations, and white papers on financial planning.