Phone Number: (949) 472-4550
Email Address: email@example.com
22936 El Toro Road
Lake Forest, CA 92630
Phone Number: (909) 305-1822
199 S. Monte Vista Ave. Suite 5
San Dimas, CA 91773
Jaynie Sullivan, a Financial Advisor with Zuk Financial Group since 1994, is located in Lake Forest and San Dimas, California. A Registered Representative for LPL Financial, Jaynie holds FINRA Series 6, 7, 63 with LPL Financial and 65 registrations with Zuk Financial Group and LPL Financial. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through her investment advisory and financial planning practice, Jaynie has access to a spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Jaynie offers both institutionally managed programs to her clients as well as fee based consulting.
She holds an MBA with an emphasis in finance and personal investing and worked as the financial director of a major San Diego real estate firm. Jaynie thoroughly enjoys her role assisting her clients in analyzing all the information necessary to develop a personalized financial plan.
A specialist in retirement planning, Jaynie is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Jaynie has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). She also does seminars on investment and retirement planning for small businesses and non-profit organizations. Jaynie has earned a reputation for explaining difficult subjects in a style that is easily understood.
The secret to Jaynie's successful client relationships: understanding that every plan is uniquely tailored to fit the needs and goals of each client and remembering that good financial planning is about providing qualitative solutions, not just quantitative answers.
CA Insurance Lic.# 0B48233
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
Get important facts about an investment professional's background at LPL Financial.