Beryl Sorscher, CFP®, CRPS™

Beryl Sorscher serves as Managing Director at Sullivan & Associates in Multiple Locations. My Background For over 30 years, through vastly different market conditions and cycles, I have counseled my clients and endeavored to grow their assets.

For over 25 of those years, I have held the prestigious CERTIFIED FINANCIAL PLANNER® certification. My investment philosophy sets out to achieve returns conveniently and prudently using a conservative, well defined and disciplined methodology.

My advice is personalized to each individual, and a custom portfolio is created that reflects each of his or her needs and comfort level. Whether the client is focused on building their wealth, transitioning to retirement or receiving monthly income, I strive to help them in the same convenient and responsible manner.

I make every effort to be personally available to clarify, demystify and explain the complexities of the financial world, offer meaningful advice, and to be sure we are consistently on the right track together. My Experience1995 - 2000 : Prudential Securities2000 - 2009 : Paine Webber/UBS2009 - 2024 : Wells Fargo Advisors2024 – Present: Wells Fargo Advisors Financial Network My Education & Credentials Masters of Science- Johns Hopkins University College for Financial Planning Senior PIM Portfolio Manager My Areas of Focus Advisory Services Business Services Estate Planning Strategies IRAs & IRA Strategies Retirement Planning CA Insurance License Number: 4183424.

Resident State NY