Sean T. Keating

I have over 30 years of experience in the financial industry. I spent most of my corporate career (20 years) working at Goldman Sachs and UBS. When I left UBS, I was COO of Financial Planning US, where I oversaw the financial planning and tax desks. I grew up working in my uncle's tax practice. Being an IRS Enrolled Agent (EA) and Certified Financial Planner™ (CFP®) gives me a unique perspective on helping clients solve their tax problems. In addition, I have several people in the office who can add bookkeeping, additional tax return, tax planning, and ax resolution support. My wife Liz and I live at the Jersey Shore with our two young boys, Robert and Shane. I am on the board of several nonprofits which support our military and local businesses and volunteer with the local Fire Department. I would love to see how I can help you live a less burdened life.