Sean Houlihan, Cfp® Email and Phone Number
Sean Houlihan, Cfp® work email
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Sean Houlihan, Cfp® personal email
Sean Houlihan holds the Certified Financial Planner™ designation and is a Home Equity Retirement Specialist with over 21 years working in financial services. His focus is helping pre and post-retirees maintain or improve their lifestyles by fully understanding and utilizing all the retirement tools available; such as HECM for purchase and reverse mortgages; (Home Equity Conversion Mortgages). He has spent several years in the reverse space and is one of a small number who understand all aspects of retirement planning. He is a detail-oriented person and takes the time to listen and tailor solutions to meet the needs of his clients. He is easy to work with and understands the importance of taking time to educate his customers and spends the time necessary to answer their questions. He takes pride in helping others achieve their dreams and takes great pleasure in getting to know his client’s and their families. Sean shares his knowledge of the HECM (reverse) options available with professional and civic organizations, and especially with individuals and families wanting to maintain and enjoy their lifestyle.
Mutual Of Omaha Reverse Mortgage
View- Website:
- mutualreverse.com
- Employees:
- 121
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Home Equity Retirement SpecialistMutual Of Omaha Reverse Mortgage Jul 2019 - PresentWashington D.C. Metro Area
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Home Equity Retirement SpecialistRetirement Funding Solutions Jul 2019 - PresentWashington D.C. Metro Area -
Home Equity SpecialistMutual Of Omaha Jul 2019 - Present -
Loan Officer At Fairway Independent Mortgage CorporationFairway Independent Mortgage Corporation Apr 2018 - PresentAshburn, Va -
Mortgage Loan OfficerMld Mortgage Inc./Dba The Money Store Apr 2016 - Present -
Reverse Mortgage SpecialistFairway Independent Mortgage Corporation Nmls #2289 Www.Nmlsconsumeraccess.Org Feb 2018 - Jul 2019Ashburn, Va
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Portfolio ManagerHoulihan Financial Resource Group, Ltd Jan 2012 - Apr 2016Reston, Va-Provide investment advisory services and estate planning-Prepare financial plans for business and individual clients-Perform budgeting and buy vs. lease analysis-Advise on investment vehicles, risk, measures of return, portfolio management and measurement, investment strategies, and use of tax efficient investing-Develop retirement needs analysis, retirement plan selection for businesses, and analysis of investments for retirement plans-Inform clients of retirement plan distribution rules, alternatives, and taxation-Counsel businesses and individuals on property and casualty insurance, health, disability, and long-term care insurance-Perform analysis and evaluation of insurance risk exposure-Advise on estate planning, especially the methods of property transfers at death, gifting strategies, gift taxation, the types, features, and taxation of trusts, and the deferral and minimization of estate taxes-Consult on numerous issues, including business start-ups and planning for taxes
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Mortgage BankerNfm Sep 2011 - Dec 2011Leesburg, Va-Meeting with the prospective clients to provide a short presentation of the mortgage loan products that we offer.-Initiation and development of marketing and promotional strategies of our company to enable our company to prosper and to reach new heights.-Managing the creative content that coincides with the promotional and special packages to attract mortgage loan customers.-Strategizing the work schedule to meet the sales targets set forth by this company.-Coordinate and liaison with the mortgage loan administration, attorney and clients.-Analyze the new federal guidelines, programs and changes and submitting the proposal for implementing the required alterations in the mortgage loan products to the Mortgage Product Development Department. -
Senior Loan OfficerAccess National Mortgage Mar 2009 - Sep 2011· Top producing loan officer for the Arcloan Division of Access National Mortgage in 2009· Achieved 300% of quota in 2009 -
Executive Vice President And Operations/Portfolio ManagerHoulihan Financial Resource Group, Ltd Jan 1997 - Dec 2008-Selected by Fidelity Investments to be a member of its 20 person Wealth Central Steering Committee in 2006 which helped to develop a $50 million financial advisor workstationConfigured and implemented company's network and I.T. systems-Installed, configured and maintained all software required to run a wealth management firm, achieving substantial efficiencies in the process-Contributed to the development of an asset allocation strategy for high net worth individuals-Assisted in growing the firm from $10 million to $130 million of assets under management-Managed relationships with all hardware and software vendors and approved purchases and upgrades to systems
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Loan Originator And ProcessorWindsor Capital Mortgage Corp Jan 1996 - Dec 1996· Originated mortgages for home purchases, refinances, and new home construction · Reviewed and analyzed loan transaction packages for preliminary approval or denial in accordance with lender guidelines · Assembled all required documentation for processing and underwriting on each transaction, and prepared and presented all related deal points to lenders · Reviewed residential loan application files to verify that application data was complete and met established standards, including type and amount of mortgage, borrower assets, liabilities and length of employment
Sean Houlihan, Cfp® Skills
Sean Houlihan, Cfp® Education Details
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Certificate In Financial Planning -
Finance
Frequently Asked Questions about Sean Houlihan, Cfp®
What company does Sean Houlihan, Cfp® work for?
Sean Houlihan, Cfp® works for Mutual Of Omaha Reverse Mortgage
What is Sean Houlihan, Cfp®'s role at the current company?
Sean Houlihan, Cfp®'s current role is Home Equity Retirement Specialist | NMLS #340529 | Mutual of Omaha Mortgage NMLS#1025894.
What is Sean Houlihan, Cfp®'s email address?
Sean Houlihan, Cfp®'s email address is sh****@****age.com
What schools did Sean Houlihan, Cfp® attend?
Sean Houlihan, Cfp® attended Georgetown University, George Mason University, Virginia Tech.
What skills is Sean Houlihan, Cfp® known for?
Sean Houlihan, Cfp® has skills like Investments, Portfolio Management, Wealth Management, Retirement Planning, Financial Analysis, Mortgage Banking, Risk Management, Business Development, Sales, Estate Planning, Insurance, Income Tax.
Who are Sean Houlihan, Cfp®'s colleagues?
Sean Houlihan, Cfp®'s colleagues are Paul Caldwell, Laura Lovelace-Pearce, Maria G Lopez, Joey Sather, J. Burgess Kegan, Rosie Garcia, Alexander Ray.
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