Sean Sullivan, CFS®, CAS® - Email & Phone Number

Lead Financial Advisor, CFS®, CAS® at Lifeworks Advisors

Sean Sullivan, CFS®, CAS® is based out of United States and works at Lifeworks Advisors as Lead Financial Advisor, CFS®, CAS®.

Sean Sullivan, CFS®, CAS®'s Contact Information

Latest update

May 3, 2024

Location

United States

Sean Sullivan, CFS®, CAS®'s Work History

Lead Financial Advisor, CFS®, CAS®

Lifeworks Advisors

Jul 2023 - Present

Certified Fund Specialist® / Certified Annuity Specialist® / Financial Advisor

Arete Wealth

Jul 2022 - Jul 2023

Certified Fund Specialist® / Certified Annuity Specialist® / Financial Advisor

National Securities Corporation

Sep 2017 - Jul 2022

Sean Sullivan, CFS®, CAS®'s Education

Iona University

1999 - 2003

Sean Sullivan, CFS®, CAS®'s Skills

Retirement Planning

ETFs

Annuities

Strategic Financial Planning

Estate Planning

Portfolio Management

Sean's current employer

Lifeworks Advisors

Description

Website

lifeworksadvisors.com

HQ Location

kentwood, michigan, united states

Founded

2016

Number of employees

1-10

Industry

Financial Services

Latest update

May 3, 2024

Read about Lifeworks Advisors

Frequent questions about Sean Sullivan, CFS®, CAS®

What company is Sean Sullivan, CFS®, CAS® working for?

Sean Sullivan, CFS®, CAS® works for Lifeworks Advisors.

What is Sean Sullivan, CFS®, CAS®'s function at Lifeworks Advisors?

Sean Sullivan, CFS®, CAS® is Lead Financial Advisor, CFS®, CAS® at Lifeworks Advisors.

Where is Sean Sullivan, CFS®, CAS® based?

Sean Sullivan, CFS®, CAS® is based out of United States.

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