Maria E. Sulick
CFP®
Financial Planner
Don’t waste your time yearning for what others have. Rather, make the most of what you have and never give up on your dreams. What may seem impossible is within your reach; just do the work!
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Education &
Affiliations &
Maria is a financial planner in Savant’s Satellite Beach, FL office.
As a CERTIFIED FINANCIAL PLANNER® professional, Maria is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Maria has been involved in the financial services industry since 2014. She joined FirstWave Financial in 2017 and was a financial planning associate there until it joined with Savant in 2024. Prior to joining FirstWave, Maria was an investment advisor representative for a local financial services firm.
Maria is a member of the American Business Women’s Association, Oceanside chapter. She earned a bachelor of applied science degree in organizational management from Eastern Florida State College.
A native of central Florida, Maria enjoys spending time with her family and friends, traveling, and hanging out with her husband Bill and sweet little dog, Biscuit.
Education &
Designations
- Eastern Florida State College
Bachelor of Applied Science in Organizational Management - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- American Business Women’s Association, Oceanside chapter – member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.