He centers his business on advanced financial, estate, and retirement planning from a net perspective. He currently teaches “Retirement Unlimited” at Everett Community College’s Corporate and Continuing Education Center. Sean’s mission is to assist families as they strive to acquire, accumulate and retain wealth in a tax efficient manner so they may live in retirement with confidence and dignity.
His goal is to help them develop, implement, and monitor a financial strategy considering economic and governmental changes to help improve their financial future. Sean received his Bachelor’s Degree in Business Administration, Finance Concentration, from the University of Washington. Sean is a Registered Principal and Investment Advisor Representative with LPL Financial. Sean is a member of the Financial Planning Association and Ed Slott’s Elite IRA Advisor Group, a separate entity from LPL Financial. LPL Financial is the nation’s largest independent broker/dealer (as reported by Financial Planning magazine, June 1996—2021, based on total revenues). LPL Financial is headquartered in Boston, Fort Mill, and San Diego. Securities and advisory services offered through LPL Financial. a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
