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MassMutual financial professional.

Sean Donlanemail

  • Professional Story

    Sean M. Donlan is a Senior Partner at Creative
    Financial Strategies and has been a financial planner
    since 1997. He graduated from Richard Stockton
    College with a Bachelor Degree in Business
    Management.
    Sean focuses on establishing lasting relationships with
    his clients by providing the highest level of client
    service in the areas of financial and business planning.
    These areas include developing strategies to help
    minimize the impact of taxes and inflation on current
    and future financial plans, saving for college tuition
    and retirement, evaluation of pension options,
    investment analysis and IRA/401K rollover options,
    developing estate and business planning for business
    owners. Sean also works with companies building their
    group benefits packages.
    Sean is a CERTIFIED FINANCIAL PLANNER™
    professional. Financial professionals must meet the
    rigorous education, examination, experience and
    ethics requirements necessary to call themselves
    CERTIFIED FINANCIAL PLANNER™ professionals.
    Sean also holds the CHFC®, Chartered Financial
    Consultant, CLU®,Certified Life Underwriter, and
    CASL®, Chartered Advisor for Senior Living
    designations.
    Sean is also a frequent speaker on Financial
    Education at local adult schools, colleges and
    corporations throughout New Jersey.

    Education

    Richard Stockton College

  • Languages:
    • English

  • Credentials:
    • CFP®
    • ChFC®
    • CLU®
    • CASL®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • LGBTQ
    • Military
    • Special Care
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Sean’s Licenses and Disclosures

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