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portrait of Sean D Haselrig
FINANCIAL ADVISOR

Sean D Haselrig

CFP®, CEPA®
303 Bradley Suite 106, Richland, WA 99352opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Sean

I believe your money should serve your purpose, not the other way around. Helping clients maximize their potential to serve their purpose and achieve life goals with confidence is the essence of what we do.

The clients I serve best prefer a personal, more tailored approach to wealth strategies and appreciate guidance that is common-sense, straightforward and easy to understand. No two situations are the same, and my team and I enjoy taking on complexities that require a broad range of experience.

Serving my clients' best interest, without exception, is a responsibility I take seriously. I take my time to get to...

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Energy Industry Professionals
  • Information Technology Professionals

Work History

  • Edward JonesMarch 2022 to Current
  • Cetera Investment Advisers LLCJuly 2019 to May 2021

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of California-DavisBachelor of Arts

Personal Interests

  • Wine Collecting/Enthusiast
  • Community Outreach
  • Golfing
  • Podcasts
  • Spending Time with Family

Team Members

  • Laurie McDonald
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(509) 946-3299

Fax

(888) 759-8106

Office Address

303 Bradley Suite 106
Richland, WA 99352opens in a new window

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