Sean  O'Shea

Sean O'Shea

Certified Financial Planner™, CFP®, CRPC®, AIF®

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.

As a Retirement Plan Consultant for corporate qualified plans, Sean provides employers with 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 LPL Financial in 2012, Sean was an advisor at Ameriprise Financial.

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

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice can be offered through HighPoint Advisor Group or LPL Financial, registered investment advisors. HighPoint Advisor Group and McCabe Financial Group are separate entities from LPL Financial.