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Mary Ann Sullivan

CFP®

she/her/hers

Contact Information

Mammoth Lakes, CA

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

I spent two decades in public education as a teacher, principal, and administrator at Los Angeles Unified School District (LAUSD). My driving force is a belief in education as a tool for empowerment. This was evident in my proudest achievement: transforming one of LAUSD’s 10 lowest-performing schools. Now, I bring that same dedication to my work as a financial planner. My personal path to financial independence, including navigating the complexities of CalSTRS and MPIHP pensions, has given me a unique perspective and deep understanding of these systems. In our late 40s, my husband and I left our traditional careers for a new adventure in Mammoth Lakes. I now dedicate my encore career to helping others achieve the same freedom, empowerment, and security to live their dreams.

I have helped clients with these employers: LAUSD, Central Coast community college, UCSC, USC, UCSB, Stanford, LADWP, San Ramon USD, Anaheim, SCCS, MUSD, Lammersville USD, SMMUSD, SBUSD, Ventura college.

I have helped clients with these pensions: CalSTRS, CalPERS, MPIHP, UCRP.

Fee Models
  • Monthly:

    $175/mo

  • One Time Fee:

    $395

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Educators

  • DIY Investors

  • Women

  • Pre-Retirees

  • FIRE

Areas Of Specialization
  • Budgeting

  • Employee Benefits

  • Investments

  • Retirement

  • Tax Strategies

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.