Tim Sullivan has been advising pre-retiree and retiree's for over 15 years. Working for a Municipal Bond broker/dealer, he worked with institutions and individuals with the need for fixed income.
Tim founded MONARCH, with the mission of assisting corporate employees in transition, or transitioning, from their employer. This has naturally spilled over into servicing the needs of high net worth individuals as well. Together with Frank Cuenca, he established the "Private Client Group", which addresses and works exclusively with unique needs of Foundations and High Net Worth individuals. His extensive knowledge of corporate Pension and Savings (401(k)'s) plans, coupled with prudent risk management and investing knowledge gives MONARCH an advantage in the retirement market, as well as Foundation and Charitable Giving sector. In addition to being the founder, Tim is a Registered Principal with SII Investments. Offering advice, utilizing institutional money management and managing risk are all key reasons that Monarch is a leader in corporate transitioning and institutional money management.
Working with employees of such companies as ATT, Chevron, Qwest, Clorox, and other large employers, Tim has incorporated "Retirement Management Systems" into Monarch's list of exclusive services tailored to the corporate employee. Using this service, employees are able to utilize professional management, tailored to their specific goals, within their company's individual 401(k)'s. This and other cutting edge services have kept Monarch on the leading edge of innovation and customer service.
A Bay Area native, Tim has local roots dating back to High School at De La Salle in Concord, and the University of California, Santa Cruz (economics) eventually settling in Danville with his family.
Tim Sullivan Monarch Private Client Group/Registered Principal of SII Investments, Inc. Phone: 866-666-9996 Fax: 866-610-1667 Mobile Phone: 925-487-4629 E-mail: firstname.lastname@example.org