Sean Okeefe
Petersen Hastings Wealth Advisors
- Role
- Retirement Plan Advisor at Petersen Hastings Wealth Advisors
- Location
- Spokane, WA, US
- LinkedIn followers
- 500 followers
About Sean Okeefe
As a Retirement Plan Advisor with Petersen Hastings, I specialize in designing and managing customized retirement plan for businesses in Spokane and the surrounding areas. My focus is on enhancing plan performance, ensuring compliance, and improving employee engagement. Passionate about financial wellness. I help companies and their employees achieve long-term financial security through tailored retirement plan solutions. Let\'s connect to discuss how we can optimize your organization\'s retirment plan.
Experience
Retirement Plan Advisor
Petersen Hastings Wealth Advisors
Jul 2024 — Present · Spokane, WA, US
As a Retirement Plan Advisor with Petersen Hastings, I specialize in designing and managing customized retirement plan for businesses in Spokane and the surrounding areas. My focus is on enhancing plan performance, ensuring compliance, and improving employee engagement. Passionate about financial wellness. I help companies and their employees achieve long-term financial security through tailored retirement plan solutions. Let\'s connect to discuss how we can optimize your organization\'s retirment plan.
Education
University of Washington
Bachelor of Arts
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