Sean Cfp
Senior Director, Head of Workplace Consulting at Edward Jones | St Louis, Missouri, United States
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As the Director of Workplace Retirement Products at Edward Jones, Sean CFP plays a pivotal role in shaping the future of employer-sponsored retirement plans. With extensive expertise in wealth management, investment advisory, and retirement solutions, Sean leads a dynamic team dedicated to delivering innovative products that meet the evolving needs of clients and their employees. Under his leadership, the Workplace Plans Product team not only manages relationships with leading record-keeping partners but also focuses on the design and management of critical offerings such as ERISA Fiduciary Advice and Non-ERISA Plans.
Sean's strategic vision is complemented by his deep understanding of fiduciary services, ensuring that all products adhere to the highest standards of compliance and ethical responsibility. His commitment to financial wellness is evident in the initiatives he spearheads, which aim to enhance the financial literacy and security of plan participants. With a strong background in business development and relationship management, Sean has successfully cultivated partnerships that drive growth and innovation within the retirement landscape.
In addition to his operational responsibilities, Sean is a sought-after speaker and writer on industry topics, sharing insights on strategic financial planning and the importance of robust retirement solutions. His PR training enhances his ability to communicate complex financial concepts clearly and effectively, making him a valuable resource for both clients and colleagues. As a financial services executive, Sean CFP continues to influence the retirement industry, ensuring that Edward Jones remains at the forefront of workplace retirement solutions.
Senior Director, Head of Workplace Consulting at Edward Jones in January 2025 to Present
Director - Workplace Retirement Products at Edward Jones in July 2019 to January 2025
Senior Advisor, FinTech at Streamline Partners in August 2018 to July 2019
Wealth and Retirement Specialist Leader, Financial Services at Deloitte in February 2013 to August 2018
Senior Vice President, Wealth Management & Retirement at SunGard in January 2011 to February 2013
Research Director, Brokerage & Wealth Management at CEB, now Gartner in February 2008 to January 2011
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Investments
Wealth Management
Mutual Funds
Retirement
Finance
Business Planning
Estate Planning
Financial Advisory
Leadership
Investment Management
Management
Product Management
Series 7
Business Development
Banking
Asset Management
Financial Services
Strategic Planning
Portfolio Management
Strategic Financial Planning
Sales
Retirement Planning
Product Development
Business Strategy
Marketing
Management Consulting
Start-ups
Small Business
Strategy
Securities
Financial Planning
Public Speaking
Research
writing
Product Strategy
Digital Strategy
FinTech
ERISA
Fiduciary Services
Financial Wellness
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Discover more about Edward JonesWhat is Sean Cfp email address?
Email Sean Cfp at cfp.sean [email protected]. This email is the most updated Sean Cfp email found in 2026.
How to contact Sean Cfp?
To contact Sean Cfp send an email to cfp.sean [email protected].
What company does Sean Cfp work for?
Sean Cfp works for Edward Jones
What is Sean Cfp's role at Edward Jones?
Sean Cfp is Senior Director, Head of Workplace Consulting
What is Sean Cfp's Phone Number?
Sean Cfp's phone (314) ***-*140
What industry does Sean Cfp work in?
Sean Cfp works in the Financial Services industry.
Sean Cfp Email Addresses
Sean Cfp Phone Numbers
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