Zarina Sullivan, MBA, CFP®, CDFA

Financial Planning Specialist

Zarina works closely with Koren Vining and the Ascend Planning Partners team as part of the extended planning support. She plays a behind‑the‑scenes role, helping think through financial planning details and adding an extra layer of insight as plans are developed.

She brings a thoughtful and practical approach to planning, helping clarify more complex topics and support long‑term decision‑making. Her experience allows the team to better connect big‑picture goals with the details that matter most to clients.

Her work supports the team’s focus on thoughtful guidance, clear communication, and plans that reflect each client’s priorities. She collaborates closely with the advisory team to help ensure plans are well‑coordinated and thoughtfully developed. Zarina holds an MBA in Finance and is a CFP® professional and Certified Divorce Financial Analyst®, along with Series 7 and 65 registrations and an insurance license.