Sean Kelly, CFP®
Senior Financial Planner
Sean lives in Oak Harbor, WA, with his wife Kathryn, sons Grant and James (5 & 3), and their two golden retrievers, Midas and Higgins. Originally, he grew up in the Seattle area. He joined the financial services industry in 2020 following several years of military service. In 2023, Sean earned the Certified Financial Planner® designation. He loves to hike, coach his son’s sports teams, and cook just about anything.
Education: United States Naval Academy, B.S.
"Things turn out best for the people who make the best of the way things turn out." - John Wooden
Get to know Sean
Climbing Mt. Shuksan with Mt. Baker in the background
My family and I visiting Moran State Park on Orcas Island, Washington
My wife, Kathryn, and I, at the Golden Pavilion in Kyoto, Japan
My son and I on opening day of his first Tee Ball season
What are you passionate about?
Coaching youth sports. I think sports are as valuable as any class a student will take in school. I love to teach young people what it means to be a teammate, a hard worker, a leader, someone who is coachable, and someone who never gives up.
Where's your favorite place in the world?
San Juan Islands
If you could have any skill in the world, what would it be?
What’s the top destination on your must-visit list?
Kyoto, Japan