Sean Satterfield

Atlas Insurance Agency, Inc

Honolulu, HI, US
EMAILS
s••••••••@atlasinsurance.com
MOBILE NUMBERS
+18•••••••43

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WORK HISTORY

Present

@Atlas Insurance Agency, Inc

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EDUCATION

1990

Punahou School

High School

1995

Wabash College

Bachelor’s Degree, Religion, Economics

SKILLS

Tax-Efficient Strategies401(K) RolloversAnnuitiesBusiness-Succession PlanningEstate Investment PlanningFinancial AdvisoryDeferred Compensation PlansRisk ManagementConcentrated Stock ManagementMutual FundsMultigenerational Wealth PlanningRetirement Plan ConsultingStock AnalysisBusiness Owner PlanningWealth Preservation Planning

ABOUT SEAN SATTERFIELD

Insurance is challenging, confusing and often misunderstood. I help AOAO (condo)…

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