Sean O'Bannon

Office Location

4040 Civic Center Drive
Suite 200
San Rafael, CA 94903

Phone: (925) 227-0555
Fax: (925) 737-0395

Sean O'Bannon

CFP®, CIMA®

Senior Vice President - Financial Planning

San Rafael (Appointment Only)

About Financial Advisor Sean O'Bannon

Sean O'Bannon has been selected as a SmartVestor Pro because of his commitment to helping individuals achieve their long-term investing goals.

Dave Ramsey SmartVestor
  • Joined Financial Engines in 2007. Began his career in the financial services industry in 2000.
  • Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA.
  • Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Certified Investment Management Analyst® (CIMA®) certification(s).
  • Bachelor's degree in Finance from the University of Kansas.
SmartVestor is an advertising service for investing professionals. Advertising fees are not connected to any fees, portfolio, service, product, or other service rendered by a Financial Engines Advisor. SmartVestor is not an affiliate of Financial Engines Advisors L.L.C.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Contact Sean
  • Ask a Question
  • Request an Appointment






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