Sean Smith
Financial Representative
Personal
Sean is married to Mary and between them they have three sons, Colin, Andrew, and Patrick. Sean's hobbies include almost all outdoor activities and going on walks and adventures with his dogs.
Professional
Immediately after college, I spent the first seven years of my professional life working in social services. After becoming a father for the first time, I left social work and began working in the field of Early Childhood Education and eventually became the Director of a large hospital based Child Care Center. Experiences gained in these settings have added richly to my life and my relationships.
I began my career with Northwestern Mutual in January 2000. Within the first year I became securities licensed and have delivered both risk management and investment services ever since. In 2005, I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and began to develop a more comprehensive planning practice. In 2010, I earned my Chartered Financial Consultant (ChFC®) designation and expanded my practice to include advisory services, and in 2013, I became one of the earliest recipients of the Retirement Income Certified Professional (RICP®) designation and began serving retirees and those quickly approaching retirement with much greater emphasis.
Associations and Memberships
I am a member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA).
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
