Sean P. Riley

Professional Plan Consultant (PPC^™)

Sean P. Riley brings 15 years experience in comprehensive asset management and employer sponsored retirement plans for individuals and businesses. Sean joined the firm in 2007 and specializes in the areas of:

• Investment Advisory Services
• Personal Wealth Planning
• Qualified Retirement Plans
• Fiduciary Responsibility
• ERISA
• Investment Committee Support
• Participant Education.

Licensed in both the securities and insurance fields through LPL Financial, Sean holds a Series 7, 65, 63 and 6 securities licenses, and a New Hampshire State Life & Health Insurance License.

Prior to joining the firm, Sean held several senior-level executive roles with large financial institutions, including MFS Investment Management and Cole Capital Markets, where he was recognized with multiple awards for his commitment to business excellence.

Over the course of his career he has conducted hundreds of public seminars, delivered dozens of key note addresses at industry conferences and events, and has significant experience as a nationally-registered continuing education instructor to the financial services industry.

He is active in the Greater Manchester Chamber of Commerce, is a founding member of The CPA CPE Forum, and a member of the:

• New Hampshire Estate Planning Council
• American Society of Pension Professionals & Actuaries (ASSPA)
• LPL Retirement Plan Consulting Program.

Sean is a graduate of Massachusetts College of Liberal Arts where he earned his B.S. in business administration. He lives with his wife and 3 children in Bedford, New Hampshire, where he enjoys spending time with his family, reading and being outside whenever the New England weather cooperates.