Sean O'Keefe

2 Park Plaza Ste 350

Irvine, CA

92614

Phone:

Email:

949-864-6323

Sean M. O'Keefe CFP®, President, Certus Wealth Advisors, has more than 23 years of experience working with privately held business owners as a retirement plan consultant and investment advisor representative. For many of his clients, Sean's strategic planning and investment advisory services extend to both their business and personal finances. His wealth planning approach encompasses goal based planning and liability funding utilizing life insurance to protect one's plan and legacy.

Sean has a deep expertise designing, implementing and servicing retirement plans for both corporate clients and individuals. Sean has continually developed his qualifications, first earning his designation as a CERTIFIED FINANCIAL PLANNER™ Professional, then receiving his certificate in retirement planning from the Wharton School of Business.

Sean holds a Bachelors of Science degree in finance from San Diego State University.

Sean is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC. 

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

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