Having originated in Northern California, The Sullivan Group™ has expanded to Southern California and provides investment management and retirement planning services to individuals, families and corporations/small businesses. With more than 30 years collective experience, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long-term investment results.
Our firm’s formation dates back 25 years to when Tom Sullivan, now a Fox Business Network anchor, launched The Sullivan Group as an investment firm. Sean Lehmann and Sullivan reintroduced The Sullivan Group in 1994. When Sullivan retired from the investment business in 2007 to join Fox Business Network, Lehmann continued serving as a managing director and has partnered with Allison Peterson, who also serves as an advisor for the group.
The Sullivan Group does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.