CoverProfile

David Sullivan

Partner

FirstPurpose Wealth

United States, Utah, Heber City

About Me

Originally from Sandy, UT I studied Economic at BYU and got an MBA from the University of Utah. Since 2009 I have worked in fractional CFO services helping to prepare, analyze and consult on strategic financial decisions for small to medium size businesses. Competitive by nature I enjoy the challenge of small business and feelings of success when I help businesses grow and achieve their own financial goals. I live with my wife and children in Heber City, UT. We enjoy experiencing other cultures, traditions, and perspectives as a family. We also try to be as adventurous and spontaneous as one can be who is in accounting!

Profile Information

Partner

FirstPurpose Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Heber City

Utah

United States

Feb 26, 2025

Work Experience

FirstPurpose Wealth

Partner
Dec 2021 - Present
Email: dsullivan@firstpurpose.com

Harmon Brothers

Financial Director
Oct 2016 - Dec 2021

CFOwise

Director for Operations
Aug 2011 - Dec 2021

More profiles to browse

Profile Photo
Alex Haviland
Wealth Advisor at Diversify Advisor Network
Profile Photo
Jim Spainhower
Wealth Advisor
BA
Bryant Armstrong
Chief Executive Officer & Chief Financial Officer
CK
Celeste Kennard
Wealth Advisor

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial