Sean Kelly is Financial Advisor and Vice President for Heffernan Financial Services. He represents Heffernan in Southern California working out of the Orange County and Los Angeles offices. He also services the San Diego, Inland Empire and Santa Barbara markets. Sean’s specialty is group retirement plans in the private, public and nonprofit sectors. By providing comprehensive strategies for 401(k), 403(b), 457, 401(a), defined benefit and other retirement plans, Sean finds substantial worth by helping companies and organizations design and maintain a valuable retirement plan offering and benefit for their employees.
Prior to joining Heffernan, Mr. Kelly was a Vice President with LPL Financial and National Retirement Partners (NRP). Sean developed a well-rounded perspective on practices for administering qualified retirement plans by recruiting and consulting with hundreds of retirement plan focused advisors for nearly a decade. At NRP and LPL, Sean was at the forefront of the retirement plan space collaborating with a large number of nationally recognized retirement plan advisors.
On an annual basis Sean joins a group of specialized advisors in Washington D.C. who are committed to helping understand, advocate, and align the industry’s goals with the national policymakers who matter. Mr. Kelly also attends industry conferences to stay abreast of the new and evolving methods he can use to help his clients create a better retirement plan. Sean holds the Accredited Investment Fiduciary® (AIF) and Professional Plan Consultant (PPC) designations. Mr. Kelly holds a Series 66 registered with Global Retirement Partners, and also holds a CA Real Estate Brokers License, CA Property & Casualty Insurance License, and a CA Life and Health Insurance License.
CA Insurance License #0E29267