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Cfp Sean Gibbons
Cfp Sean Gibbons
Vice President - Wealth Management | OneDigital
Danvers, Massachusetts, United States
Cfp Sean Gibbons
Summary
Sean Gibbons is a seasoned Vice President of Wealth Management at OneDigital Investment Advisors, with over 25 years of experience in the financial sector. He specializes in holistic financial planning, focusing on retirement solutions for individuals and corporations, particularly in 401(k) and 403(b) plans. Sean's career has spanned multiple prestigious firms, including FactSet Research and State Street Global Advisors, where he honed his expertise in investment management and portfolio analytics. He holds a cum laude degree from the University of Massachusetts, Amherst, and an M.B.A. in Finance from Boston University. His approach emphasizes personalized service and fiduciary excellence, ensuring clients are empowered to achieve their financial goals. Outside of work, Sean is passionate about community involvement and financial literacy initiatives.
Cfp Sean Gibbons
Work Experience
Vice President - Wealth Management at
OneDigital
May 2022 - Present
Vice President - Wealth Management at
Timescale Financial A Onedigital
January 2024 - July 2024
Relationship Manager at
Coastal Capital
January 2012 - January 2024
Vice President of Personal Wealth Management at
Integrated Financial Partners
November 2006 - January 2012
Vice President at
FactSet
January 2000 - January 2006
Marketing Officer at
Independence Investments
January 1997 - January 2000
Marketing Associate at
State Street
January 1995 - January 1998
Broker Dedicated Services at
Putnam Investments
January 1994 - January 1995
Cfp Sean Gibbons
Education
Boston University, Mba
January 1995 - January 1998
University of Massachusetts Amherst, Bachelors
January 1989 - January 1993
Frequently Asked Questions about Cfp Sean Gibbons
What company does Cfp Sean Gibbons work for?
Cfp Sean Gibbons is a Vice President - Wealth Management at OneDigital, a company specializing in Management, Scientific, & Technical Consulting Services.
Where Cfp Sean Gibbons graduated from?
Cfp Sean Gibbons holds a degree in Finance from Boston University.
Who is Cfp Sean Gibbons?
Sean Gibbons is a seasoned Vice President of Wealth Management at OneDigital Investment Advisors, with over 25 years of experience in the financial sector. He specializes in holistic financial planning, focusing on retirement solutions for individuals and corporations, particularly in 401(k) and 403(b) plans. Sean's career has spanned multiple prestigious firms, including FactSet Research and State Street Global Advisors, where he honed his expertise in investment management and portfolio analytics. He holds a cum laude degree from the University of Massachusetts, Amherst, and an M.B.A. in Finance from Boston University. His approach emphasizes personalized service and fiduciary excellence, ensuring clients are empowered to achieve their financial goals. Outside of work, Sean is passionate about community involvement and financial literacy initiatives.
Cfp`s contact details
Colleagues
Chief of Staff
Associate Vice President
Vice President Senior Account Executive
Vice President, Corporate Development Operations
VP, M&A Northeast
President and Co-Founder
VP, IT Infrastructure, Security and Operations
Florida Vice President of Operations
Executive Vice President
President and CEO