Petersen Hastings Wealth Advisors Welcomes Sean O’Keefe as Retirement Plans Advisor
Petersen Hastings Wealth Advisors is excited to announce the addition of Sean O’Keefe as a Retirement Plans Advisor, expanding our firm’s physical footprint into the Spokane, WA and Sandpoint and Coeur d’Alene, ID markets. As a Retirement Plans Advisor, Sean will work with businesses and their employees to help them achieve their financial goals, while also leading our firm’s efforts to expand and enhance our financial services in those geographic regions.
O’Keefe, a respected name in the Spokane and Sandpoint business communities, brings a wealth of experience from his previous role as a long-time manufacturing business owner in Spokane. Having been both the plan sponsor and trustee of his company’s retirement plan, Sean possesses a unique perspective and firsthand understanding of the challenges faced by businesses and their employees. In his new role, he takes pride in helping sponsors educate their employees on the importance of proactive retirement planning along with working closely with plan trustees to navigate the complex fiduciary and financial responsibilities that come with offering a retirement plan.
Sean’s academic journey began at the University of Washington, where he earned his Bachelor of Arts degree. He currently holds the Series 6, Series 63, and Series 65 financial licenses, as well as a Washington State Insurance License to offer Life, Disability, and Variable Annuity insurance. Additionally, he has acquired the Certified Plan Fiduciary Advisor (CPFA) professional designation issued through the National Association of Plan Advisors (NAPA), underscoring his dedication to upholding the highest standards of fiduciary excellence.
“Continuing to expand our footprint in Spokane and parts of Idaho (Sandpoint and Coeur d’Alene) is a continued focus for Petersen Hastings, and we couldn’t be more excited to have Sean O’Keefe as part of this effort,” said Matt Neff, Director of Advisor Services. “Sean’s experience, dedication to client service, and commitment to fiduciary excellence make him an valuable addition to our team.”
Outside of his professional life, Sean enjoys spending time with his family and friends. He also enjoys golfing, traveling, skiing, and spending time at the lake in the summer.
With Sean’s leadership, Petersen Hastings is poised to bring its legacy of excellence and client-centric wealth management services to these new regions, continuing our tradition of helping clients discover where they are most invested in life, and building the financial freedom to live it.
To meet or speak with Sean, please email seano@petersenhasting.com or call 509-735-40484.
About Petersen Hastings Wealth Advisors
Petersen Hastings is a fee-only, Registered Investment Advisory firm headquarted in Kennewick, WA serving clients throughout Eastern Washington and beyond. The firm manages over $1B in client assets. The deeply staffed team, now at 29 team members, provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor, and client.
We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success.
To learn more or to book a complimentary exploration session with Petersen Hastings Wealth Advisors, visit www.PetersenHastings.com. For media inquiries, contact Brandan Eckhardt at brandane@petersenhastings.com.