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Sean O’Shea
Certified Financial PlannerSean 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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Financial Form CRS www.lpl.com/crs
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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.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, ID, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, OH, OK, OR , PA, SC, SD, TN, TX, WA, WI, VA.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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