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Join Us for AT&T Retirement Planning Events this Fall!

Meet Sean McDonnell, CFP®

 

(800) 345-4783

About Sean

Sean builds strong relationships with families and individuals in order to better meet their financial needs. As a financial adviser, he works closely with his clients to create and implement an appropriate financial plan. He provides a wide range of services, including investment portfolio and 401(k) advice as well as retirement and tax planning.

Before joining Advance Capital, Sean worked as a successful small-business entrepreneur for more than a decade. In addition to earning a BA in Communications from Michigan State University, he has earned the CERTIFIED FINANCIAL PLANNER™ designation. He also serves as president of the St. Anastasia Finance Council in Troy, MI.

Connect with Sean on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CFP® (CERTIFIED FINANCIAL PLANNER™)
  • BA in Communications from Michigan State University

ADVISER Q+A

What influenced your decision to join Advance Capital?

How would you describe Advance Capital’s culture?

Describe the importance of client education in your process.

Where do good solutions come from?

What do you think is important about giving back to your community – both at the firm and for you personally?

FUN FACT!

Sean is a highly skilled, self-taught ballroom dancer. He even hosts a biannual big band event in Detroit.