Sean Beard

Sean Beard

Investment Advisor Representative

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Phone: (319) 358-7700
Fax: (319) 358-7704
Mobile Phone: (319) 329-2299
E-mail:
 

Sean's practice focuses on bringing financial order to the lives of individuals and businesses by integrating financial planning, investment management, tax and estate planning strategies into one holistic plan. Additionally, Sean focuses on retirement compensation plans for businesses; creating solutions to help reduce costs while constructing contemporary investment strategies for participants. Sean uses these strategies in retirement planning, insurance planning and wealth accumulation.

Sean is originally from Cedar Rapids and currently resides in Iowa City where he and his wife Julie are happily raising four children; Ethan, Caden, Logan and Lauren. Sean enjoys coaching multiple youth sports, traveling and spending time outdoors with his family.

*Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).