Sean Wilhelmy, CFP<sup>&reg;</sup> - Financial Advisor

Sean Wilhelmy, CFP®

CPA/PFS,

Sweeney Kovar Financial Advisors

3800 Blackhawk Rd, Ste 100
Danville, CA 94506-4650
FINANCIAL ADVISOR'S WEBSITE
(925) 309-3885 CONNECT WITH Sean
  • linkedin link

General

Sean Wilhelmy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sweeney Kovar Financial Advisors in Danville, CA and the surrounding communities.

Financial Advisor Overview

Sweeney Kovar provides a full array of CPA services and comprehensive financial planning. Our goal is to be our clients one trusted source by: - Serving select business owners, retirees, and their families - Providing independent and objective tax and investment strategies - Delivering financial peace of mind and the ability to retire with dignity and independence - Enabling our clients to keep the important promises they make to their loved ones. Specialties: Tax planning, Financial Planning, Retirement Planning, Portfolio Management, Estate Planning, Insurance Analysis.

More

Financial Advisor Experience

CFP®, Financial Advisor <> Avantax® <> May 2020 - Present, May 2020 - Present <> Danville, CA Investment Advisor Representative | Registered Representative Personal Financial Planning | Retirement Planning | Portfolio Management | Wealth Management Strategies • Applied financial planning principles such as budgeting, estate planning, retirement planning and tax planning while utilizing various financial products such as mutual funds, stocks, and annuities to meet client goals. • Delivered retirement planning services to individuals and business owners, providing advice on asset diversification, cash flow analysis, and personalized retirement income strategies. • Developed wealth management strategies to achieve optimal financial outcomes, including the use of a range of products and services such as cash management, insurance, investment management, and tax minimization. • Advised clients on efficient use of financial instruments in light of their changing economic circumstances to meet long-term financial goals. CPA, Financial Planner & Advisor <> Sweeney Kovar LLP <> 2016 - Present <> Danville, CA Holistic Financial Planning | Tax Planning & Compliance | Business Planning & Management | Estate Planning • Developed comprehensive financial plans tailored to meet individual clients' needs. • Implemented tax regulations and guidelines to ensure precise filings and minimized liability. • Constructed extensive business plans and managed financials for business owners, directing current finances towards sustainable long-term growth while providing counsel on strategic objectives. • Individual, Partnership, S-Corporation, Trust and LLC Income Tax Return Preparation. • Demonstrated expertise in comprehensive tax strategies, resulting in meeting IRS audit requirements, averting financial penalties and efficiently documenting relevant facts for resolution.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

Avantax Investment Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Avantax Investment Services?, Member FINRA, SIPC. www.finra.org www.sipc.org Investment advisory services offered through Avantax Advisory Services? I will not ask or request for personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site. For more information, visit: www.avantaxwealthmanagement.com/social_policy
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources