Sean Beckerman has over a decade of experience in the financial services industry with a focus on helping individuals and families coordinate their savings, tax efficiency, and legacy planning into one comprehensive plan where everything works together seamlessly. He has also played a key role in building the systems and processes of the FSA family of companies.

He holds multiple licenses, including the Series 65 as an Investment Adviser Representative, as well as life and health insurance, and the AHIP (America’s Health Insurance Plans) Medicare Certification.

Sean is obsessed with both personal and professional development. When Sean isn’t working with his clients, he is an avid golfer who also loves boating.