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Sean Smith, CLU®

Sean Smith, CLU®

Financial Advisor

Sean Smith is a seasoned Financial Advisor and the proud owner of The Retirement Coach. With over 15 years of experience in the financial services industry, Sean’s primary focus is assisting clients in creating a robust retirement income strategy to help safeguard their assets, leveraging alternative investments to offset overall market risk and diversify portfolios. Sean uses his experience to guide clients toward their financial goals to help them enjoy a comfortable retirement.

As an independent financial advisor, Sean is not limited to proprietary products. He has the freedom to select investments from an extensive and diverse menu available to him to build portfolios for his clients. He finds great excitement in helping individuals achieve their financial dreams, striving to help provide a worry-free retirement. Simplifying the complex financial services industry is his mission, and with a dedicated staff, Sean wants each client to receive personalized care and attention.

Originally from Los Angeles, California, Sean currently resides in Honolulu, Hawaii, with his wife, Lauren, and their two children, Hayley and Tyler. He played baseball at UCLA and was drafted by the Arizona Diamondbacks. In his free time, Sean serves as a member of the local rotary club. He also enjoys golfing, attending his children’s sporting events, and traveling with his family.