Sean Duggan brings significant experience and expertise in all phases of retirement plans as a Senior Retirement Plan Advisor on the Finerty Retirement Team. He helps clients plan for a successful financial future while accomplishing the goals of the plan sponsor. He advises on everything from overall plan design to plan operational issues, testing, government compliance, employee education programs and investment design.

Sean earned his B.S. in Business from the University of Missouri — St. Louis. Prior to joining Moneta, Sean worked as a Plan Specialist at Retirement Plan Services (RPS). He also spent time in the Keogh Department at A.G. Edwards, where he worked on all phases of retirement plan administration.

• Certified Pension Consultant
• Qualified Pension Administrator
• Qualified 401(k) Administrator
• Certified Plan Fiduciary Advisor
• Accredited Investment Fiduciary®
• Accredited Investment Fiduciary Analyst
• Cash Balance Coach®
• Certified Health Saving Adviser
• Tax-Exempt & Governmental Plan Consultant
• Series 65 licensed
• ASPPA member (American Society of Pension Professionals Association)
• EPIC Retirement Plan Services, Advisory Board
• Member of the Retirement Advisor Council
• Member of TE/GE Council