Sean Hooper
Financial Planner at Oakwood Wealth Partners
- Role
- Financial Planner at Osaic
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Sean Hooper
I am an Investment Advisor Representative with Oakwood Wealth Partners. I work with pre-retirees, young professionals, business owners, and their families to help them achieve financial independence. My team and I take a holistic, personalized approach to financial planning. Our team recognizes that our clients are the most important part of our firm. The most rewarding aspect of my career is seeing the lasting impact that our team can make on our clients\' lives. We take a comprehensive approach to financial planning and leverage our team\'s more than 30 years of experience to provide tailored solutions that help meet our clients\' immediate and long term goals. We specialize in the healthcare industry and work with physicians, pharmacists and nurses to plan for their retirement and help them achieve their financial goals.
Experience
Financial Planner
May 2024 — Present · Irvine, CA, US
Sean started his career at Osaic Wealth (formerly Lincoln Financial Advisors) as part of their advisor development program. In this role, he created financial plans and retirement solutions for advisors throughout the country. Sean then joined Oakwood Wealth Partners as a Registered Paraplanner prior to transitioning to an advisor. As a paraplanner, his role was to facilitate and research investment and saving options for our clients. Sean graduated from California State University, Fullerton with a Business Administration Degree with a concentration in Financial Planning. He has a Chartered Retirement Planning Counselor (CRPC) designation and is currently working towards his Certified Financial Planner (CFP) designation from the College for Financial Planning. Sean is an Orange County native, who was born and raised in Newport Beach, California. He currently lives in Long Beach with his beautiful wife, Christina, and their two kids, Alaina and Joshua. Sean is an avid Pittsburgh sports fan, and his hobbies include sports collectibles, podcasts, golfing, spending time with family and friends, and traveling.Oakwood Wealth Partners17400 Laguna Canyon Rd. Suite 125Irvine, CA, 92618
Education
Mater Dei High School
High School
2005 — 2007
Cal State Fullerton, College of Business and Economics
Bachelor of Business Administration - BBA, Financial Planning
2015 — 2017
Corona del Mar
High School, General Education
2007 — 2009
Cuesta College
Associate Degree For Transfer, Business Administration and Management, General
2013 — 2015
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.