Sean O’Keefe, CPFA®

Sean O’Keefe joined the Petersen Hastings team as a Retirement Plan Advisor in July of 2024.  As a former, long-time manufacturing business owner in Spokane, Sean has had the unique experience of previously being both a plan sponsor and trustee of his company’s own retirement plan prior to his now current role of providing advisory services for his clients who are currently in his previous capacity.  Sean takes pride in helping sponsors educate their employees on the importance of early retirement planning. He also works closely with plan sponsors, or their finance and investment committees, to navigate the complex fiduciary responsibilities that come with offering a retirement plan. 

Sean has a Bachelor of Arts degree from the University of Washington. 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. He has also acquired a Certified Plan Fiduciary Advisor (CPFA) professional designation issued through the National Association of Plan Advisors (NAPA).  

In his spare time, Sean enjoys spending time with his family and friends. He also enjoys golfing, traveling, skiing and spending time at the lake in the summer.