Senior Advanced Planning Consultant
As an Advanced Planning Group consultant, Zarina is responsible for providing advice and support for Wharton Investment Consultants on numerous complex financial planning subjects. Her range of expertise includes areas such as retirement and education saving strategies, charitable giving planning issues, estate planning and wealth transfer, and tax issues, to name a few. In her spare time, Zarina provides financial education and counseling to U.S. military members and their families.
Previously, Zarina lived and worked in China for several years, and upon returning to the United States, she was employed by Fidelity in both advisory and consulting roles. She then became a financial planning analyst for an RIA in Pasadena.
Zarina is originally from Belarus. She relocated to the United States to pursue her MBA with a minor in finance at Tarleton State University, a subsidiary of the Texas A&M System. Prior to earning her MBA, she received her bachelor’s and master’s degrees in English and English Literature from Minsk State Linguistic University in Belarus. She has held her CFP® since 2013. She also holds Series 7, 9, 63 and 66 securities registrations in addition to possessing an insurance license.
Zarina Sullivan is an employee of Cetera Financial Group, not of Portfolio Advisory Associates.