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Sean Hooper, CRPC^®

Junior Associate Financial Planner

Phone

949-474-6859

Email Address

Sean Hooper is an Investment Advisor Representative with Lincoln Financial Advisors Corporation. He works with pre-retirees, young professionals, business owners and their families to help them achieve financial independence. Sean and his team take a holistic, personalized approach to financial planning. Together, they work on a cross disciplinary basis, across investments, risk management, and estate planning. Our team recognizes that our clients are the most important part of our firm. We take pride in serving our clients first, last, and always. The most rewarding aspect of Sean’s career is seeing the lasting impact that his team can make on their clients’ lives.

Sean started his career at Lincoln Financial Advisors as part of the Advisor Development Program. In this role, he created financial plans and retirement solutions for advisors throughout the country. While in the program, Sean was honored as the winner of the Advisor in Training of The Year Award at the annual Lincoln Financial Advisors Sales Conference in 2018. Sean then joined Lockwood Retirement Consulting as a Registered Paraplanner prior to transitioning to an advisor. As a paraplanner, his role was to facilitate and research investment and saving options for our clients.

Sean graduated from California State University, Fullerton with a Business Administration Degree with a concentration in Financial Planning. He has achieved the Chartered Retirement Planning Counselor (CRPC^®) designation and is studying for the Certified Financial Planner^® (CFP^®) designation from the College for Financial Planning. Sean enjoys learning about the financial planning business and creating various innovative solutions for our clients.

Sean is an Orange County native, who was born and raised in Newport Beach, California. He currently lives in Long Beach with his beautiful wife, Christina and their dog, Jax. Sean is an avid Pittsburgh sports fan, and his hobbies include sports collectibles, podcasts, golfing, spending time with friends and family, and traveling.

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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Washington

Insurance: Arizona, California, Delaware, Florida, Georgia, Idaho, Louisiana, Maryland, Montana, New Hampshire, New Mexico, Nevada, Ohio, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, West Virginia

Michael Lockwood: California Insurance License #0730158

Mike Kish: California Insurance License #0H28584

Valerie Esteban: California Insurance License #0I63087

Kevin Campbell: California Insurance License #0L34919

Nick Lockwood: California Insurance License #0M83310

Sean Hooper: California Insurance License #0M29054

Marianne Ehlers: California Insurance License #0I57918

Matthew Manskar: California Insurance License #4054270

Terri Halligan: California Insurance License #0E02159

Heather Searl: California Insurance License #0K30246

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

Lockwood Retirement Consulting is a marketing name for registered representatives of Lincoln Financial Advisors.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Sean Hooper, CRPC®

Junior Associate Financial Planner

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Sean Hooper, CRPC^®