J. David Sheehan
Financial Advisor at Sheehan Financial
- Role
- Financial Advisor at Sheehan Financial
- Location
- Warrensburg, MO, US
- LinkedIn followers
- 500 followers
About J. David Sheehan
A clear outlook for our future At Sheehan Financial, we focus on our mission and…
Experience
Financial Advisor
Jun 2019 — Present · Kansas City, MO, US
All securities offered through The Investment Center, Inc. Member FINRA/SIPC. J. David Sheehan is a registered representative of The Investment Center, Inc. Centralis Financial Planning is not affiliated with The Investment Center, Inc. The use of the “Connect” feature when establishing a connection with Centralis Financial Planning should not be considered a positive reflection of the investment advisory services offered by said Centralis Financial Planning. Visitors to this page must avoid posting positive reviews of their experiences with the Centralis Financial Planning or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Centralis Financial Planning.
Education
Missouri State University
Bachelor of Science, Economics
1982 — 1987
Skills
- Financial Advisory
- Project Planning
- Microsoft Office
- Analysis
- Asset Management
- Program Management
- Insurance
- Strategic Planning
- Retirement
- Strategic Financial Planning
- Life Insurance
- Financial Planning
- Team Building
- Wealth Management
- Investment Advisory
- Risk Management
- Investments
- Process Improvement
- Training
- Licensed Life & Health Insurance Agent
- Retirement Planning
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