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Learning Center/Financial Living Blog/Sean McDonnell, CFP®

Sean McDonnell, CFP®

As a financial adviser, Sean works closely with his clients to create and implement an appropriate financial plan. He provides a wide range of services, including investment portfolio and 401(k) advice as well as retirement planning and tax planning. He is a CERTIFIED FINANCIAL PLANNER™ professional.


Protecting Your Assets: The Vital Role of a Custodian

August 17th, 2023|3 min read