Financial and Retirement Planning Expert Featured in USA Today and Other Major Media Outlets

Bryan Sullivan, retirement and finance expert, was recently featured in USA Today as well as major online media outlets, including Yahoo!Finance, Morningstar, CNBC, MarketWatch and many others.

San Luis Obispo, Calif. – January 11, 2012 – Bryan Sullivan, Founder of Vellum Financial, was recently featured in USA Today with other leading experts from across the world as a “Trendsetter In The New Economy.” A feature story about Bryan Sullivan was also seen on the online homes of major publications such as Yahoo! Finance, CNBC, The Boston Globe, The Miami Herald, Morningstar, Los Angeles Daily News, MarketWatch, and New York Daily News, among many others.

As seen in the USA Today feature:

Once in a great while something so significant is discovered that it challenges your belief in its verity. Bryan Sullivan has been setting the trends with investors across the country opening their eyes to Integrated Wealth Management solutions for Retirees, Business Owners and High Net Worth Families. He has brought a process for effectively navigating market conditions regardless of market direction to an audience that has traditionally found it difficult to get consistent investment results. He has harnessed the power of statistical probabilities and mathematical precision in an advanced mutual fund modeling tool that takes the emotional trading decisions completely out of the equation. If you’re looking to take control back of your investments you need to hear what Bryan has to say.

For more than 20 years, Bryan has been a Financial Advisor helping individuals and families achieve their financial planning goals, by providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. Working with a network of highly skilled professionals in San Luis Obispo, CA he has dedicated his career to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients’ lives.

Bryan became a licensed financial advisor in 1992 and worked with several Wall Street firms including Merrill Lynch and UBS until creating an independent, SEC-Registered investment advisory firm in 2009 – Vellum Financial.  He is also the author of the book, “Protecting Your Money From Yourself – A Retiree’s Guide to Insuring You Have Enough Money to Enjoy Your Retirement”

Bryan is also a co-author of the forthcoming business book, The Only Business Book You’ll Ever Need, which features top advice from leading entrepreneurs, business owners and marketing experts from around the world.

To read the full feature story about Bryan Sullivan, as seen on CNBC, Morningstar, CBS MoneyWatch, The Houston Chronicle, Dallas Morning News and others, please visit

To learn more about Bryan Sullivan and how you can receive A FREE guide called, “The Critical Questions You Must Ask To Get Your Financial Life In Order” visit or by calling Toll-Free 1-800-546-0123.

More about Bryan Sullivan:

It is Bryan’s belief that the RIA platform is the final step in the evolutionary process toward providing unbiased investment management to their clients. In creating Vellum Financial, he has created a strictly objective financial advisory firm that incorporates “best practices” of investment management while avoiding the many negatives of the brokerage industry

Vellum Financial is the embodiment of his uncompromising focus on the client. Bryan aims to provide objective advice, complete transparency and unique access to “best-in-class” subject matter experts.

The firm that he has created gives him the opportunity to shape his own culture and to establish a higher standard of service and performance within his industry. Indeed, Vellum Financial represents an ethical, intellectual and deeply personal opportunity as owner-operator – the opportunity that culminates in allowing them to be a true steward of your assets.

A strong contributor to the community, Bryan has volunteered with the Morro Bay Lions Club and Big Brother Big Sisters organization. Resident in San Luis Obispo since 1994, Bryan and his wife Tricia, and their 4 children share a passion for outdoor activities and spending time with friends and family.

Posted Under: Trendsetters