Sean O’Shea, managing partner at Hallberg Financial, LLC, is responsible for the day to day operations of the wealth management and retirement plan consulting divisions.
Sean holds designations as a CERTIFIED FINANCIAL PLANNER™ Professional, a Chartered Retirement Planning Counselor®, and a Professional Plan Consultant™.
As a CERTIFIED FINANCIAL PLANNER™ Professional, Sean takes a holistic approach – starting with an individual’s or company’s goals and building a customized plan.
Sean received his bachelor’s degree in Finance from the University of Illinois at Urbana-Champaign. Prior to managing Hallberg Financial, Sean began his career in 2007 at Ameriprise Financial, focusing on personal financial planning for small to mid-sized business owners.
A Palos Heights native and Marist High School alumnus, Sean currently lives with his wife Meaghan, daughter Rory, and son Reid in Oak Lawn.
Sean is active in the Chicago metropolitan area as a member of various civic and philanthropic organizations such as Small Business Advocacy Council and local chambers of commerce.
Sean spends volunteer time with the Southwest Special Recreation Association and Garden Center Services, organizations that provide recreational and vocational support to children and adults with developmental disabilities. Sean is also an assistant wrestling coach at Richards High School in Oak Lawn.