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Heffernan Retirement Services Expands by Adding Sean Kelly as its Southern California KPA
SAN FRANCISCO, May 18, 2016 /PRNewswire/ -- Heffernan Retirement Services, a division of Heffernan Insurance Brokers, announced today that Sean Kelly has joined its team to serve as the Retirement Plan Advisor (KPA) for the Orange County and Los Angeles offices.
Sean comes to Heffernan with well-rounded experience in the retirement plan space. He began working for Bill Chetney at NRP, followed by heading up the West Territory Retirement Partners Consulting team under Greg Koleno after the LPL acquisition, and most recently recruiting KPAs to LPL as part of Geoff White's Retirement Partner's Business Development team. Sean also worked extensively within the bank channel at LPL, integrating LPL's banks and credit unions in to the retirement plan space.
Since starting with NRP in 2007, Sean had always planned on transitioning in to an advisor role at some point, and his time with Bill Chetney, Greg Koleno, Geoff White and the hundreds of incredible advisors helped him get there. "It wasn't easy to leave LPL on the corporate side." Sean says. "The Retirement Partners division is bigger and stronger then ever. The resources LPL invests in to the retirement plan space to support their advisors is significant," he adds.
Since 2007, Sean has worked with Blake Thibault, John Prichard, Sr., and John Clark from the corporate BD/RIA side at NRP and LPL. "The Heffernan team is on the short list among the most respected retirement advisors in the industry," Sean states. "Recruiting and consulting to hundreds of retirement plan advisors for just under 10 years enables a person to develop a well-rounded perspective on advisors and our industry… joining Heffernan is the right call."
"We are excited that Sean has joined the Heffernan Retirement Services team," said Blake Thibault, Managing Director. "With Sean's background and experience, we feel strongly about his ability to build relationships with plan sponsors and participants, and guide them down the retirement plan pathway."
About Heffernan Retirement Services
Heffernan Retirement Services is a full service financial advisory services firm, offering strategies and solutions for corporations, foundations and individuals. With a dedicated team focused solely on retirement plans, the group has over seventy-five years of experience in consulting and advisory services.
Heffernan Retirement Services believes that all employees deserve the ability to retire on their terms as a reward for a lifetime of hard work. They champion this cause by working with clients to create a comprehensive retirement plan. Being both vendor and investment neutral, Heffernan Retirement Services acts as your true independent consultant.
For more information, visit heffgroupfs.com.
The financial professionals at Heffernan Retirement Services and Heffernan Financial Services are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, Heffernan Retirement Services and Heffernan Financial Services are separate non-affiliated entities from LPL Financial.
SOURCE Heffernan Retirement Services