Sean Bailey began his financial services career in 1991. He specializes in developing comprehensive financial, estate and retirement planning strategies for clients nearing and in retirement. His mission is to assist families as they strive to acquire, accumulate and retain wealth in a tax efficient manner so they may live in retirement with confidence and dignity. His goal is to help them develop, implement, and monitor a financial strategy that considers their needs as well as today’s changing economic and legislative environment.
Sean is a strong advocate of financial education for both himself and his clients. He is a frequent presenter on retirement plans and was a guest advisor on “Getting Your Dough to Rise” on KSER. He currently teaches “Passport to Retirement” through Everett Community College.
He received his Bachelor’s Degree in Business Administration, Finance Concentration, from the University of Washington. Sean is a Registered Principal and Investment Advisor Representative with LPL Financial. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Sean is a member of the Financial Planning Association and Ed Slott’s Elite IRA Advisor Group. He frequently participates in a broad range of continuing education programs for the benefit of his clients.
When he is not engaged in professional activities, Sean enjoys spending time with his wife, Kim, and their two children, Eleanor and Oscar. He is a past president of the Rotary Club of Everett-Port Gardner. He has volunteered his time with his children’s school, Immaculate Conception–Our Lady of Perpetual Help School, the Boys and Girls Club of Everett and Special Olympics. He is also a Member of the Snohomish County Estate Planning Council and served on the Executive Board for Evergreen Manor and the Snohomish County chapter of the American Red Cross.