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Sean O'Keefe

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2040 Main Street, Suite 175 Irvine, CA

Irvine, CA

92614

Phone:

Email:

949-864-6323

SOKeefe@CertusWealthAdvisors.com

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.

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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.

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Sean holds a Bachelors of Science degree in finance from San Diego State University.

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Sean is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC. 

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Securities offered through LPL Financial, member FINRA/SIPC. 

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity 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: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

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*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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