Sean Connelly, CFP®

Sean, a CFP^® certificant, has been a member of Pinnacle Financial Group since October 2019, starting as an intern while graduating from Hope International University in Fullerton, California with a degree in Business Management. He was offered and accepted full time status as a financial planner assistant just before Covid shutdowns, transitioning to work from home. His primary responsibilities include client financial plan modeling & analysis, meeting preparation and follow up, and technology interface management.