Sean T. Keating

Sean T. Keating

Certified Financial Planner

 

Sean uses his vast knowledge and experience to analyze his clients in a broad and comprehensive way.  He truly believes he can make a difference in the lives of his clients with creative ideas that help people get the most out the money they make. 

With over 25 years of tax, financial and insurance experience, Sean’s credentials are extensive and impressive; they include:

  • Enroll Agent with the IRS (EA)
  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC)
  • Certified Divorce Financial Analyst (CDFA)
  • Series 7 and 66 licenses
  • Life Insurance
  • Long Term Care Insurance
  • Mortgage Insurance
  • Property and Casualty Insurance

Sean is very community-minded and strongly believes in donating his knowledge and time. Passionate about giving back, he has been involved with many non-profit organizations, including:

  • Association of the US Army and Bridging the Gap - offers financial counseling for service members and their families
  • Driven by Heroes – Founding board member – enhances the quality of life for veterans and military personnel and their families
  • NAACP – promoting financial literacy
  • Junior Achievement program
  • Operation Homefront
  • Transitional Housing Program - helping women and mothers transition from homelessness to financial independence
  • Volunteer firefighter with the Red Bank Fire Department
  • Board member of the Jersey Shore Chamber of Commerce
  • Member of the Monmouth Regional Chamber of Commerce

Sean is a graduate of Christian Brothers Academy, Lincroft, NJ and St. John Fisher College, Rochester, NY.  In his spare time, he enjoys reading, playing golf and carpentry.  Sean and his wife, Liz, live in Long Branch with their young son.

 

 

 

Sean's Linkedin page: https://www.linkedin.com/in/patriotfa/

Phone 732-820-4690
Fax 732-974-8262