James M. Sullivan earns Certified Plan Fiduciary Advisor (CPFA) certification
James M. Sullivan recently attended the 2019 National Association of Plan Advisors 401(K) Summit in Nevada. While there, James attained the credential, Certified Plan Fiduciary Advisor (CFPA), by passing a proctored exam at the completion of the conference. Both the summit and credential are pertinent to James’s oversight of Essex Financial’s Retirement Plan Services department.