Sean
Connelly
Planner Assistant
Sean has been a member of Pinnacle Financial Group since October 2019, starting as an intern while graduating from Hope International University in Fullerton, California with a degree in Business Management. He was offered and accepted full time status as a financial planner assistant just before Covid shutdowns, transitioning to work from home. His primary responsibilities include client financial plan modeling & analysis, meeting preparation and follow up, and technology interface management. He is currently pursuing his certification as a Certified Financial Planner (CFP).
Phone
949.474.6821