Sean Gibbons

Sean Gibbons is a Certified Financial Planner (CFP®) who has been working in the financial industry for over 25 years. I specialize in helping individuals, business owners, non-profits, and corporations meet their financial goals. His financial planning process is holistic in nature taking into account a person's savings plan, estate plan, tax planning, insurance needs, college funding as well as investments and retirement planning. Another major focus is working with 401(k) and 403(b) retirement plans for corporations and non-profit organizations.

Sean's financial career began over 25 years ago working for different institutional money managers in Boston such as Putnam Investments, State Street Global Advisors, and Independence Investments. For seven years, Sean worked as a VP for FactSet Research a premier portfolio research software company in New York City working with over 500 institutional money management firms and pension plans located in the United States, Europe, and Asia. 

Sean graduated cum laude with a Bachelors Degree from the University of Massachusetts, Amherst and received his M.B.A in Finance from Boston University.