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- Investment Planning
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Sean O’SheaCertified Financial Planner
Sean holds designations as a Certified Financial Planner™, Chartered Retirement Planning Counselor®, and Accredited Investment Fiduciary®.
As a Certified Financial Planner™ professional, Sean takes a holistic approach – looking at an individual’s entire financial picture, not just one aspect or another. Sound decision-making in today’s financial conditions may require advice on retirement, estate planning, taxes, insurance, emergency funds, liabilities, and asset allocation. The Certified Financial Planner™ designation is assurance that an advisor is credentialed and held to high ethical and professional standards.
Sean’s mission is to help people pursue their financial goals through a personal relationship based on trust and reliable advice.
As a Retirement Plan Advisor for corporate qualified plans, Sean provides employers a thorough process to help evaluate, understand, and implement comprehensive 401(k) programs. This includes assisting plan sponsors in addressing their fiduciary requirements and helping employees make the most of their retirement benefits.
Sean received his bachelor’s degree in Finance from the University of Illinois at Urbana-Champaign. Prior to joining HighPoint Planning Partners, Sean was a financial advisor at Ameriprise Financial, before joining LPL Financial in 2012.
Originally from Palos Heights, Sean currently lives with his wife Meaghan, daughter Rory, and son Reid in Oak Lawn, IL. Meaghan works as a counselor in the local high school district. Rory is an athlete, an Irish dancer, and an excellent student.
Sean volunteer time is spent with the Southwest Special Recreation Association and Garden Center Services, organizations that provide recreational and vocational support to children and adults with developmental disabilities.
Sean holds a Series 7, 66, and 24 Securities Registration through LPL Financial.
He offers investment advice and Retirement Plan Consulting Program advisory services through LPL Financial, a registered investment advisor.
CRPC conferred by College for Financial Planning
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Highpoint Planning Partners
2651 Warrenville Road; Suite 200
Downers Grove, IL 60515
Phone: (630) 719-9222
Fax (630) 495-936 (efax) | Get Directions
Highpoint Advisor Group
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.
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