Sean Song, CFP®
Omaha, NE - Home Office
Sean Song is a CERTIFIED FINANCIAL PLANNER™ professional offering investment management and financial planning services to wealth accumulators, retirees, and business owners.
Recognizing that everyone is unique — from their personal finances to their behavior and the way they think — Sean takes the time to understand your personal and financial circumstances in relation to your needs, goals, and values. He provides tailored solutions to bridge the gap between your expectations and reality, with a keen focus on tax planning, risk management, and helping you improve your money habits.
Simply knowing your goals is not enough. Sean’s proactive approach fosters a collaborative environment for managing your wealth, empowering you to make well-informed decisions. After all, this is your money, and the decisions you make have a lasting impact.
“By failing to prepare, you are preparing to fail.” – Benjamin Franklin
Background
- CFP® Professional
- B.S. in Business Management from the University of Nebraska-Lincoln
- Treasurer of CoalitionRx, a local non-profit combating drug use and misuse
- Men’s Golf Letter-Winner (4x)
- Open Water Scuba Diver Certified
