Financial and Retirement Planning Expert Bryan Sullivan Hits Amazon Best Seller List With New Book
Bryan Sullivan, retirement and finance expert, recently hit three separate Amazon.com best-seller lists with the new book “The Only Business Book You’ll Ever Need.”
San Luis Obispo, Calif. – March 20, 2012 – Bryan Sullivan, Founder of Vellum Financial, recently joined a select group of business experts and entrepreneurs to collaborate and co-write the business and marketing book titled The Only Business Book You’ll Ever Need. The book was released by CelebrityPress™ – a leading business book publisher.
The Only Business Book You’ll Ever Need was released on Thursday, March 8th, 2012 and features top advice from leading entrepreneurs, business owners and marketing experts from around the world. The authors share their insights, tips and secrets to maintaining a thriving business through any kind of economy. Bryan Sullivan contributed a chapter titled “Managing Your Money – Do It Yourself or Hire a Pro?”
On the day of release, The Only Business Book You’ll Ever Need reached best-seller status in three Amazon.com categories – reaching as high as #2 in the Direct Marketing category. The book also reached best-seller status in the Entrepreneurship and Business Management categories.
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”
From CelebrityPress®:
Efforts and courage are not enough without purpose and direction.
~ John F. Kennedy
This quote is clear. We are well advised to pursue success in business with purpose and direction. Business spans a wide range of skills, of which Marketing is the most dominant. This book covers the skills necessary to become successful – whether you are selling products, services, or a derivative of both.
It is fascinating to note that the topics covered here by Celebrity Experts®, most of which are marketing related, include: Ways to build a business, Use of Social Media, Planning and Strategies for Businesses, Brands and Branding, Determination, Motivation and Commitment, Advertising in the New Economy, Mindset and Passion, and the importance of ethics in business.
After such a successful release, Bryan Sullivan will be recognized by The National Academy of Best-Selling Authors™, an organization that honors authors from many of the leading independent best-seller lists.
To order a copy of the book, please go to http://www.celebritypresspublishing.com/publications/the-only-business-book-youll-ever-need.php
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 http://www.VellumFinancial.com/freeguide 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.
About Celebrity Press™:
Celebrity Press™ is a leading business, health and wellness book publisher that publishes books from thought leaders around the world. Celebrity Press™ has published books alongside Jack Canfield, Brian Tracy, Dan Kennedy, Dr. Ivan Misner, Robert Allen and many of the biggest experts across diverse fields. CelebrityPress™ has helped launch over 500 best-selling authors to date.
If you’d like to learn more about Celebrity Press™ or to see if we’re a good fit for your book project, please visit http://www.celebritypresspublishing.com/contact-us
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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 4, 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 http://vellumfinancial.com/press-news/
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Financial and Retirement Planning Expert Bryan Sullivan Signs Book Publishing Deal With CelebrityPress
Bryan Sullivan, retirement and finance expert, has signed a publishing deal with CelebrityPress, a leading business book publishing company, along with other leading business and marketing experts from around the world, including Brian Tracy, to release “The Only Business Book You’ll Ever Need.”
San Luis Obispo, Calif. – December 31, 2011 – Bryan Sullivan, Founder of Vellum Financial, recently joined a select group of business experts and entrepreneurs to collaborate and co-write the business and marketing book titled The Only Business Book You’ll Ever Need. Nick Nanton, Esq. along with business partner, JW Dicks, Esq., recently signed a publishing deal with each of these authors to contribute their expertise to the book, which will be released under their CelebrityPress™ imprint.
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”
The Only Business Book You’ll Ever Need will be released in early 2012 and will feature top advice from leading entrepreneurs, business owners and marketing experts from around the world. The authors will share their insights, tips and secrets to maintaining a thriving business through any kind of economy.
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Entrepreneur and Senior Financial Advisor Bryan Sullivan Takes A New Approach to Both Investing and His Clients
Bryan Sullivan is the president and founder of Vellum Financial, an investment firm that is the embodiment of Sullivan’s uncompromising focus on the client.
20 years ago, Sullivan had no idea that one day he would manage over several hundred million dollars, help over 900 clients manage their money and start his own company. Born and raised in Portland, Oregon, Sullivan always had an entrepreneurial spirit.
“When I needed money I would grab my Dad’s lawnmower and begin knocking on doors. Eventually I ended up hiring my friends to work for me,” reminisced Sullivan. From starting his own t-shirt business in elementary school to running a courier business in High School, Sullivan was not like most boys his age.
“As soon as I was legally allowed to get a work permit at age fourteen I was taking every job I could get to learn as many skills as I could,” said Sullivan.
At Oregon State University Sullivan happened to take a Stock Investing class at the same time he was dating a girl whose father was in finance. “It was during this time that I realized I was interested in investments, stock and how that had to do with the success of a business. I have always been entrepreneurial so the idea of studying business models was really appealing,” explained Sullivan.
In 1992, Sullivan interviewed at eight or ten companies right out of college and ended up accepting a position at the investment firm Edward Jones. The company was attractive to Sullivan because unlike most traditional firms who had brokers cold call potential clients, Edward Jones encouraged their advisors to knock on doors to drum up business. “I had a comfort level doing house cold calling because I had been doing it since I was a kid. I parked my car in a neighborhood and started generating relationships with potential clients,” said Sullivan.
In his first year Sullivan was the fastest starter for the firm and was promoted into a training system that sent him to St Louis, Missouri. There, Sullivan began training other brokers on how to become successful salesmen and build rapport with their clients.
“I taught hundreds of brokers how to give a compelling story to potential clients, build trust and then encourage them to make an investment,” explained Sullivan.
A few years later Sullivan moved to San Luis Obispo, California and took a job with Merrill Lynch. During his six years at Merrill Lynch, Sullivan got a glimpse of the inner workings of large, corporate financial firms, as he was able to see their reaction to the bursting of the real estate bubble and then the 2008 financial crisis.
“It was really eye opening to see how these Wall Street firms reacted to the financial crisis. There was such a lack of transparency, corruption and absolutely no focus on the clients. The upper levels of management only worried about protecting themselves, not their clients,” admitted Sullivan.
This time was also crucial for Sullivan as he was able to see the negative effects of, as Sullivan calls them, “Ivory tower executives.”
In 2009 Sullivan started Vellum Financial, a strictly objective financial advisory firm that incorporates completely transparent investment management practices while avoiding the negatives of the brokerage industry. “I wanted a place where I could shape my own culture and establish a higher standard of service and performance within the industry. I feel like it is my responsibility to help clients be true stewards of their own assets,” said Sullivan.
The name Vellum Financial, also represents many of the company’s and Sullivan’s core values. When trying to come up with a name for his company, Sullivan sat down with his wife, Tricia to think of a name that would represent the culture and set of values he wanted to bring to the table at his own firm. “Vellum is a type of paper with a transparent quality to it. It was what the Declaration of Independence was signed on. It is what money is printed on. It has great historical and symbolic value,” explained Sullivan.
Since starting in 2009, Vellum Financial has expanded to three offices with four advisors and an on staff Certified Financial Analyst (CFA) and Certified Financial Planner (CFP). The struggling economy has not affected Vellum Financial; in the past two years it has grown from managing zero to a couple of hundred million dollars.
Vellum Financial’s advisors help 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. They also provide investment management services to retirees or those about to retire, and specialize in women who are recently divorced, widowed, or retired.
The Vellum Financial team has a unique approach to clients and investments. “We like to help clients make their money work as hard as they worked for it,” said Sullivan. During the ‘lost decade’ where the technology bubble and subsequent housing bubble caused very little growth and high volatility Sullivan discovered Vellum Financial’s secret sauce.
“We did well even during the hard times because I learned you cannot just buy and hold a stock and hope it will go up. Our advisors are much more proactive. We combine our core philosophy, which is conservative, with a technical quantitative approach,” said Sullivan. Their ‘secret sauce’ has helped the company mitigate downsides of a volatile market while still capturing the upside.
The staff at Vellum Financial also takes a long-term, team approach in the financial planning process, taking into account each client’s particular needs, risk tolerance, and time horizon. Sullivan is passionate that clients both maintain a rewarding lifestyle with peace of mind and financial freedom as well as helping clients manage financial matters and family issues.
Sullivan, husband and father of four children himself, places a high value on family. “I’m a huge fan of family. What makes my job so enjoyable is that I work with clients not just helping them make more money, but also funding their family life. I love helping clients plan for everything from weddings to graduations to birthdays,” said Sullivan.
His passion for family dynamics and personal ties is also shown by his extra-curricular activities. Sullivan has volunteered with the Morro Bay Lions Club and Big Brother Big Sisters organization. He supports his local college, Cal Poly San Luis Obispo by hiring interns coming out of school and speaking to graduating classes and business groups. Sullivan said, “I enjoy speaking and do it as much as I can.”
Vellum Financial also does regular financial education workshops for potential investors. In these classes they educate participants on everything from how to hire an advisor to social security to 401K management.
Sullivan believes that educating clients is crucial for giving them the all of the information they need to feel in control of their financial future. Vellum Financial also has a different financial structure than most traditional firms. “Traditionally you go to a broker and pay them a commission to buy a stock and then again to sell it. The problem with this model is that it encourages brokers to just buy and sell—even if that is not the best financial decision. We don’t do this. We only charge based on the value of a client’s account, so it is truly my incentive to grow the client’s assets,” explained Sullivan. This method aligns the client and the financial advisor’s interests.
Sullivan 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,” to help bring transparency to the investment process. He also writes articles on the Vellum Financial blog (www.VellumFinancial.com) to keep clients up to date on the latest news developments and how they might affect their investments.
Sullivan attributes his to success to his optimism. “I am a glass half full kind of guy. I wake up every morning in a great mood no matter what day of the week. I love my days because I do what I love. Even on those hard days with volatility or a bad market I know we have something very unique that we bring to the table,” said Sullivan.
In the future, Sullivan envisions growing his business to managing over a billion dollars. He also hopes to expand offices and add additional advisors. Most importantly, Sullivan wants to continue to provide high quality advice and integrate wealth management solutions that simplify and enhance the quality of his clients’ lives.
