Rory O'Sullivan bio image
Rory O'Sullivan, CFP® Senior Associate Financial Planner

Office Location: Magnolia

Phone: 206.556.3687

How do you play the role of a mainspring in our clients’ lives?

It is my responsibility to help people work toward attaining financial freedom. Understanding what is important to our clients and the nuances of their current financial situation gives me the ability to help position them for the future. I spend time projecting different financial scenarios so that our clients can focus on doing what they are passionate about.

What drives you?

I love being able to see our clients pursue their goals. I understand that everyone’s situation is unique, and I embrace every opportunity that I am given to help clients strive for financial confidence. Working with people that have questions about their financial picture and helping them answer those questions is extremely rewarding to me.

How do you spend time outside of work?

I love relaxing with my family and spending time outdoors. When I’m not in the office, I enjoy playing tennis, golfing, running, and hiking. You may spot me appreciating a local Seattle park or cheering on the Huskies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.