The Sullivan Group Email Format

Financial ServicesCalifornia, United States11-50 Employees

The Sullivan Group is a financial advisory firm that provides investment management and retirement planning services to individuals, families, and corporations and small businesses. Originating in Northern California and now serving Southern California, the firm is based in San Juan Capistrano, California. With more than 30 years of collective experience, it emphasizes unbiased guidance aimed at achieving long-term investment results and operates with trust, integrity, and a collaborative, team-based approach. The organization traces its history to Tom Sullivan's launch of the firm, later reintroduced by Sean Lehmann and Sullivan in 1994; Sullivan retired in 2007 to join Fox Business Network, while Lehmann continued as a managing director alongside Allison Peterson. In 2019, The Sullivan Group partnered with Nuance Communications to support an emergency medicine solution for Dragon Medical Advisor, intended to enhance patient safety and reduce liability risks.

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