SEAN BEARD AIF®, CPFA®

Director of Business Services*

Sean focuses on bringing financial order to the lives of business owners and their employees. He integrates financial planning, investment management, tax and estate planning strategies into one holistic plan for the owner, while concentrating on crafting innovative retirement plans for the business.

Sean utilizes the same financial planning tools for employees, empowering companies to create financial wellness programs that focus on the holistic matters that genuinely create retirement success.

Sean attended Michigan State University. He has earned the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) designations.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Mosaic Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, FL, IL, LA, MI, NY, NC, OH, OK, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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