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 PLANNERâ„¢
Certified Investment Management Analyst®
Education
Bachelor of Science, Business Administration-Finance - University of Kansas
Visit one of our Locations
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
San Francisco III - Santa Clara
3945 Freedom Circle
Suite 950
Santa Clara, CA 95054
Working with Us
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Certain services provided on an educational and guidance basis only.
