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    Richard Sullivan

    CLU®, JD**

    Check the background of this investment professional on FINRA's BrokerCheck

    About Richard

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

    I graduated from San Francisco State University and later received my law degree at the University of San Francisco. I am a Life and Qualifying member of the Million Dollar Round Table, a thirty-three year member of NAIFA, and past president of Montgomery Street Motorcycle Club. My wife Donna and I make our home in Orinda, CA.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Richard Sullivan JD, CLU® is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 3003 Oak Road, Suite 250, Walnut Creek, CA 94597-4541, Tel: (925) 979-2300

    **Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    California, Nevada, New Mexico, Tennessee

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Florida, Nevada, New Mexico, Washington

    Richard Sullivan JD, CLU®, Walnut Creek, CA, CA Insurance Lic.# 0510924

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