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Sean O'Keefe, CFP®

Sean O’Keefe has more than 23 years of experience working with privately held businesses and executives as a financial planning consultant and asset manager. For many of his clients, his strategic planning and advisory services extend to both their business and personal finances. He also has deep expertise designing, implementing and managing retirement plans for both corporate clients and individuals. Sean has continually developed his qualifications, first earning his designation as a CERTIFIED FINANCIAL PLANNER Professional, then receiving his certificate in retirement planning from the Wharton School of Business. Lastly he has completed an executive course at Harvard in asset Allocation and Wealth Management Strategies. Sean holds a bachelor of science degree in finance from San Diego State University.