Robert Sullivan
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Robert Sullivan

Partner
Robert is a Partner in our Los Altos office and has more than thirty years of wealth management experience. He focuses on providing affluent individuals and families with the diverse investment and financial planning solutions needed to facilitate the accumulation, growth, preservation, and transition of assets among generations. His goal is to educate clients so they can make informed decisions and act in their own best interests.

Robert joined the firm in January 2020 when Cerity Partners acquired Sullivan & Serwitz, an investment advisory firm he co-founded with Marshall Serwitz in 1989.

He received his Bachelor of Science degree in Business Management from San Jose State University. Robert earned his Certified Financial Planner (CFP®) designation in 1984 and is a member of the Financial Planning Association.

Robert has been a featured speaker on television and radio programs, sharing his broad experience and perspective on financial planning and investment topics. He has also been retained by Silicon Valley law firms to serve as an expert witness on investment and financial planning matters.

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801 Main St
Louisville, CO 80027

(303) 604-0505

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New York

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32nd Floor
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(212) 476-5555

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Altos

779 Altos Oaks Drive
Los Altos, CA 94024

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

New York

220 East 42nd Street
32nd Floor
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626