Sean O'Bannon

Office Location

2350 Mission College Blvd.
Suite 450
Santa Clara, CA 95054

Phone: (408) 970-0555
Fax: (408) 970-0085

Sean O'Bannon

CFP®, CIMA®

Senior Vice President - Financial Planning

Santa Clara (Bay Area)

About Financial Advisor Sean O'Bannon

  • 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.
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.
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