Sean O'Bannon

CFP®, CIMA®

Sean O'Bannon

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 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

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