
Cfp Sean Mahoney
As an experienced Financial Advisor who works closely with clients to plan the best path forward to accomplish... | Lafayette, Louisiana Metropolitan Area, United States
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Cfp Sean Mahoney’s Emails se****@da****.com
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Cfp Sean Mahoney’s Location Lafayette, Louisiana Metropolitan Area, United States
Cfp Sean Mahoney’s Expertise As an experienced Financial Advisor who works closely with clients to plan the best path forward to accomplish their financial goals, I help clients make financial decisions throughout every stage of their lives. I first became interested in the career of financial advising while in college. After graduating, I worked briefly for a bank, but quickly became frustrated with the need to promote the bank’s own insurance and other financial products. I viewed the promotion of these products as an ethical dilemma. In 2011, I found an organization I could call home with Darnall Sikes Wealth Partners LLC. I now can focus my energy on truly working in my clients' best interests. As a CERTIFIED FINANCIAL PLANNER professional, I strongly believe in beginning with a comprehensive financial plan, rather than jumping ahead to the investment phase. I love helping clients extricate themselves from bad financial decisions of the past and helping others see that by creating and starting to implement a plan, they’re well on the path to achieve their financial goals. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. www.finra.org www.sipc.org. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, CFP (With plaque design) and CFP (With flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Cfp Sean Mahoney’s Current Industry Darnall Sikes Wealth Partners
Cfp
Sean Mahoney’s Prior Industry
Darnall Sikes Wealth Partners
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Darnall Sikes Wealth Partners
Financial Advisor
Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present