Professional

Sean is passionate about continuing education and professional development and committed to life long learning. He graduated with a B.S. in business from the University of Utah in 1993.  Sean holds the CFP©, CLU©, and ChFC© professional designations and certifications as well as the series 6, 63, and 7 registrations. Sean brings 28 years of experience to his clients in wealth management, risk managment, retirement accumulation & distribution planning, tax strategies and legacy planning.  He regularly travels to company and industry conferences to learn the latest strategies to help his clients.

 

 

 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 1999-2007

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2008-2016

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Quality Award 2000-2002, 2004-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 2000-2002, 2004, 2006-2009

Award recognizing performance

Sean Westover, CLU®, CFP®, ChFC®

Wealth Management Advisor

 

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