Joe O’Sullivan, CFP, CPFA®

Mr. O’Sullivan, a CERTIFIED FINANCIAL PLANNER™ practitioner, has over 20 years experience in the financial services industry. Joseph takes holistic approach to financial planning, evaluating your situation, developing a strategy and implementing the plan.

A native of New Orleans, Joseph has worked in the banking industry as a commercial lender in Boston, New York City and New Orleans. Most recently Joseph was affiliated with VALIC, a Houston-based retirement firm that advises universities and municipalities.

Mr. O’Sullivan is an Investment Advisory Representative with BEAM Asset Management, LLC., a Registered Representative of Purshe Kaplan Sterling Investments and holds Louisiana Life and Health Insurance licenses. Joseph also is a Certified Plan Fiduciary Advisor (CPFA®).