Ethan Sheehy
Funded Trader @Topstep
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WORK HISTORY
Funded Trader @Topstep
EDUCATION
College for Financial Planning
Master of Science - MS, Financial Planning
University of Delaware
Bachelor of Science - BS, Economics
Notre Dame High School, Lawrenceville, NJ
High School Diploma, Business
ABOUT ETHAN SHEEHY
Experienced financial planner specialized in working with engineers and professionals with varying levels of financial literacy. Provides a combination of goal and cash-flow based fiduciary advisory services. Skilled in Investment Management, Tax Efficiency, Estate Planning, Retirement Planning, and Insurance Architecture.Holds the professional designation Certified Retirement Plans Specialist (CRPS) as well as multiple industry licences including the SIE, Series 63, Series 65, Series 7, and Life, Accident, & Health Agent License.
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