2040 Main Street, Suite 175 Irvine, CA
Sean M. O'Keefe CFP®, President, Certus Wealth Advisors, has more than 23 years of experience working with privately held business owners as a retirement plan consultant and investment advisor representative. For many of his clients, Sean's strategic planning and investment advisory services extend to both their business and personal finances. His wealth planning approach encompasses goal based planning and liability funding utilizing life insurance to protect one's plan and legacy.
Sean has a deep expertise designing, implementing and servicing 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.
Sean holds a Bachelors of Science degree in finance from San Diego State University.
Sean is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC.