Donna Sullivan
CFP, CDFA · Sullivan Transition Planning
About Donna Sullivan
Donna Sullivan is Connecticut's premier divorce financial planner, specializing in high-net-worth divorce cases. She works alongside divorce attorneys to ensure clients receive fair settlements and create solid post-divorce financial plans. Her expert testimony has been cited in over 50 divorce proceedings.
Services Offered
Fee Structure
Fee-Only (fiduciary)
$400 per hour
Minimum assets: $250,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Divorce Financial Planning
Protect your finances during divorce with asset division analysis, QDRO expertise, and post-divorce financial planning.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Estate Planning
Protect your legacy with wills, trusts, beneficiary designations, and wealth transfer strategies for future generations.
Why Choose Donna?
17+ Years Experience
Proven track record serving clients since 2009
2 Professional Credentials
Holds CFP, CDFA designations
54 Client Reviews
4.8/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Donna has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Donna is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Donna for over 5 years and they have consistently delivered excellent advice. Their expertise in Divorce Financial Planning has saved us thousands.
Location
Stamford, Connecticut
Map integration available on request
Request a Consultation
Connect with Donna to discuss your financial goals. In-person or virtual meetings available.
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