Rory Sullivan, CCFS®
Bala Cynwyd, PA 19004
Why The College Funding Coach?
Rory speaks to his clients with a timely message: teaching parents how to pay for college for their kids without sacrificing their retirement savings. His strategies are especially relevant these days, as past recessions have cut into many families’ financial reserves – their home values, retirement nest egg, and college savings – while college costs continue to rise. He focuses on legal strategies for qualifying for more financial aid and leveraging assets to make your money work more efficiently and effectively – helping to reduce the total cost of attendance.
A Little More About Rory
Background: Rory Sullivan is a Financial Planner with MassMutual Greater Philadelphia. In addition to focusing on college funding strategies, he works with many young families, pre-retirees, and small business owners. He aims to help these individuals maximize their retirement income with a robust, comprehensive focus on the accumulation and income planning phases of retirement.
Personal: Rory sits on the Board as the Treasurer for YES Philly. He resides in Perkasie with his wife, Kaitlyn, their son, and Australian Shepherd, Frank. He enjoys playing golf in his free time.
Education: B.A., Penn State University