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Sean Fitzpatrick

At 7 years into my career, I bring a deep commitment to helping people achieve their financial goals. As a dedicated financial planner, I am passionate about researching and finding the best solutions for each client, ensuring that they receive personalized, high-quality guidance. My focus on understanding and addressing the unique needs of individuals and businesses has established me as a trusted advisor in the field.

My Story

In my career as a financial planner, I have had the privilege of guiding individuals and businesses toward their financial goals for over seven years. With a Master’s degree in Business Administration and the esteemed designations of Certified Financial Planner™ and Chartered Financial Consultant™, I am committed to delivering exceptional service. My specialization in employee benefits has allowed me to design and implement effective strategies, providing tailored solutions for businesses and individuals alike.

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Throughout my professional journey, I have built a reputation for excellence, driven by a passion for continuous learning and a deep understanding of financial planning. My educational background, including a bachelor’s degree in finance with a minor in Financial Planning and an MBA from California Lutheran University (CLU), has provided a solid foundation for my work.

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Outside of my professional life, I am an enthusiastic volleyball player and coach at Moorpark College. I enjoy traveling, exploring different cultures, and engaging in activities such as disc golf, working out, and immersing myself in nature. These interests not only enrich my life but also fuel my dedication to helping others achieve financial success.

Contact

I'm always looking to help people let's connect and see what I can do for you!

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