Denver, CO
Michaela Sullivan
Hi there! 👋🏼 I’m Michaela, I am dedicated to supporting my clients in retirement planning and major life transitions like divorce, retirement, bereavement, and liquidity events. I also focus on empowering women to navigate these changes, offering knowledge and guidance.
Michaela
’s team
Savvy Investment Team
Kyra Luu
Kyra Luu is a dedicated Client Services Associate at Savvy Wealth, bringing 11 years of experience in banking and financial services, with five years specifically in wealth management. Beginning her career at Ameriprise as an Investment Service Specialist, Kyra has cultivated a deep expertise in operations, leveraging her comprehensive understanding of the industry to navigate challenges with adaptability and insight.
Kyra supports advisors by serving as their primary point of contact for client servicing, ensuring seamless operations through her meticulous handling of day-to-day tasks like money movements, account openings, and maintenance. Her problem-solving mindset drives her to tackle any challenge, ensuring advisors have the support they need to thrive.
My philosophy when working with clients is to focus on personalization and tailored strategies to each client's distinct qualities and requirements, steering clear of a one-size-fits-all approach.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence, regardless of age. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans with confidence and peace of mind.
Take control of your financial future
Financial Planning & Analysis
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Published Content
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’s published work
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Get to know
Michaela
Michaela, a Colorado native, earned her bachelor's in accounting in 2015. During her final year of college, she started working in the tax accounting field. Soon after graduation, she started working for a large financial firm in an accelerated career program designed to prepare her to become a financial advisor. Though she did not know much about finance when she began, she soon ended up becoming very passionate about the opportunity to do something that incorporated her growing financial knowledge while also being able to help people and make a difference in their lives through financial planning. In 2017, Michaela obtained her CFP® and became an associate financial advisor. She has been a financial advisor for over eight years and enjoys working with a dedicated practice of clients.
In her downtime, Michaela enjoys spending time with her dog and four charming felines, engaging in art, yoga sessions, and hiking.
Certifications
Series 65
Colorado Insurance license
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How did you become a financial advisor?
While working as a tax accountant, my boss's close friend recommended that I apply for an entry-level role at a financial firm. Though I hadn't initially planned on becoming an advisor, I soon discovered a passion for merging my proficiency with numbers with the rewarding chance to assist individuals in financial planning. I have now been in the industry for over nine years, helping clients with their financial goals and I look forward to helping you.
When I joined Savvy, I began a collaborative venture with my close friend, Colin Farr, who is now my partner as we join forces to assist clients. While I continue to support my individual clients, I look forward to working with Colin on future clients and supporting each other as we grow our business. I love working on financial planning and Colin is focused on keeping up to date on the markets and combined we want to help our clients achieve their goals.
What types of clients do you work with?
I specialize in supporting clients with investable assets of $1M and above as they prepare for retirement. I frequently assist with major life transitions like divorce, retirement, bereavement, and liquidity events. My passion lies in empowering women navigating these changes who seek knowledge and guidance. Guiding individuals through these shifts to the next phase of their lives brings me immense joy, as we collaboratively strategize for their financial future.
What areas of expertise do you have?
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
What kinds of strategies do you help clients with?
A significant portion of my client assistance revolves around tax optimization. This encompasses a wide range, from designing retirement income plans and optimizing asset placement to translating their objectives into innovative solutions that best serve their financial interests in the end.
What is your favorite part of working with clients?
I enjoy getting to see clients achieve their goals and finding peace of mind around their finances so they can ultimately enjoy their lives knowing they are secure. I also love getting to the point with clients where they trust me enough to introduce me to their kids and send along friends and family that I can also work with them to achieve their financial goals.
What is it like partnering with Savvy?
The culture, collaboration, and excitement the team has about what we do, I’ve never experienced anything like it.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.