Sean Donlan CFP®, ChFC®, CLU®, CASL® CERTIFIED FINANCIAL PLANNER™, professional, Investment Adviser Representative
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®, Chartered Financial Consultant 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.