Sean M. Fitzpatrick, Mba, Cfp®,Chfc® Email & Phone Number

Sean M. Fitzpatrick is a financial planner that has a Master’s degree in Business Administration. He also is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant™. Sean has been in the financial planning industry for over seven years and has developed a passion for helping people. Sean absolutely loves education and strives to keep himself as educated/informed as possible. His commitment to excellent service to his clients is demonstrated with his education and designations. Sean was born and raised in Thousand Oaks, California. His graduated from California Lutheran University with a bachelor’s in finance and a minor in Financial Planning and received his Masters in Business Administration (MBA) from California Lutheran University as well. At the completion of his master’s degree, Sean was inducted into the Sigma Beta Delta International Honors Society for being one of the top students in the program. Prior to earning his bachelor’s and master’s degrees from California Lutheran University, he attended Moorpark College and received 5 Associates degrees before transferring. The associate degrees were in; Business Administration, Economics, Humanities, Social Sciences and Liberal Studies. Sean was also a student athlete and played volleyball for both Moorpark College and California Lutheran University. In Sean’s free time, he continues to enjoy playing volleyball, playing golf, disc golf and working out. He is also a volleyball coach at Moorpark College. Sean is well travelled as he has a fascination for exploring new places and cultures. When you come into his office, you will see photos on Sean’s wall of some of the places in which he has traveled!