Sean O’Shea, CFP®, CRPC®, Wealth Management Consultant at Hallberg Financial in Chicago and Oak Brook has been authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP® Board certification and renewal requirements.
A resident of Oak Lawn, O’Shea has been providing financial advice since 2007 and has been a part of the Hallberg team since 2012. His goal is to assist individuals, families and businesses in every aspect of their financial lives. His services include Personal Finance in terms of Retirement Income Planning, College Planning, and Estate Planning, and Business Finance assistance in Retirement Plans such as 401k’s, Employee Benefits, and Succession Planning.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP® Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
For more information about Hallberg Financial, call 708-552-2423 or go to www.hallbergfi.com.