Sean
O'Bannon
CFP®, CIMA®
Here to act in your best interests
About me
I’ve been a financial planner since 2000, helping my clients define, build and execute financial strategies, focusing on optimizing time, resources and values throughout a lifetime and beyond.
Certifications
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®
Education
Bachelor of Science, Business Administration-Finance - University of Kansas
Visit one of our Locations
San Francisco III - Santa Clara
3945 Freedom Circle
Suite 950
Santa Clara, CA 95054
San Francisco I - Walnut Creek
2175 North California Boulevard
Suite 800
Walnut Creek, CA 94596
San Francisco IV - San Rafael
3950 Civic Center Drive
Suite 315
San Rafael, CA 94903
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
