We are an independent financial planning firm, committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, and services to help you reach your retirement and financial goals.
Sean Cooney
Sean is a member of the National Association of Plan Advisors and the Financial Planning Association.
Sean Cooney, with his finance backgroound, provides much of the investment research that goes into providing clients with sound guidance in developing an investment and allocation plan for their future. He researches and monitors the mutual funds and exchange traded funds our clients use in their portfolios and 401k plans.
General Information |
| Firm Start Year: | 1987 | |
| States Licensed in: | NJ PA |
| Number of Years with Current Firm: | 25 |
| Work with the following types of clients: | Businesses, Investment Clubs, Pension Plans, Individual Investors |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Email, Our Office |
Qualifications & Memberships |
| Financial Organization Memberships: | Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA) |
Firm Information |
| Assets Managed by Firm: | 14,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | 100,000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
FAQs |
Why should I choose you as my financial advisor?I am a CPA with a Personal Financial Specialist credential, and a Certified Financial Planner(TM) |
What are your qualifications? What is your education background?We discuss your financial goals with you then analyze your resources and preferences and tolerances. Finally we review our recommendations with you and, if you wish, help you implement them. |
How do you charge for your services?Besides financial planning we offer retirement planning, tax planning and preparation as well as investment management. |
Have you ever been charged with any breaches?No. |
What services do you provide? What are your specialties?We strength is in retirement planning, pension plans and IRAs |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| NJ PA |
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