Broker Check

301 Oxford Valley Road
Suite 305A
Yardley, PA 19067

Sullivan Financial Services

(215) 321-2282

 
Carol Casten

Carol Casten has her Series 6, 62, 63 and 65 securities licenses to best serve you. But more than any numbers imply, she is about the people we serve. As an Advisory Consultant, who is also insurance licensed in the State of Pennsylvania, she assists our clients with their diverse financial planning needs. Contact Carol to talk about our Vest Vision investments and retirement planning system. With the unique Vest Vision  tool, we can help you identify and prioritize your life goals, deciding on an appropriate investment strategy and then monitoring those goals. Carol Is also a Notary Public.

Carol graduated from Bucknell University with degrees in International Relations and French. After beginning her career in international banking and then serving the financial needs of a local non-profit and several small businesses, she returned to the financial services industry.

A long-time resident of Bucks County, Carol joined the firm in 2008. She and her husband Chris, enjoy following the antics of their grown children, Scott, Sarah and her husband, Colin.