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.