Sean Barrett

Sean Barrett

CFP®, RICP®

Lead Financial Planner

E-mail:

SEAN BARRETT, CERTIFIED FINANCIAL PLANNER™, originally interned with Advanced Retirement in 2011-12 after graduating from the University of St. Thomas. Following college Sean pursued a career as a professional golfer playing in events around the Midwest and Southwest. After a good run Sean returned to Minnesota to join his father’s business working as an advisor in Mahtomedi. Sean has been the head golf coach at Mounds Park Academy from 2014-18 and an assistant with the University of St. Thomas from 2017 - 2021.

Current Member:

Minnesota Chapter of the Financial Planning Association
Financial Planning Association

Education

Iowa State University (2007)
University of St. Thomas (2007-10) – BA Finance
American College (2019-22) – CFP Professional Education Program

What motivates you to help people plan for their retirement?

I enjoy walking alongside people, much like a caddie would in golf, to help them better understand their finances and increase their confidence in their future goals.

What is the best advice you've ever received?

Trust the Lord and not your own judgment, always let him lead you and he will make your paths straight

Where is your happy place?

Making fun new meals with my wife Maddie, or chasing my young nieces around!

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

612-347-8630 • 1300 Godward Street NE, Suite 4100 Minneapolis, MN 55413

Advisory Services offered through AdvisorNet Wealth Partners. Advanced Retirement Resources and AdvisorNet Wealth Partners are separate entities.

All investment advisory services are provided in conjunction with AdvisorNet Wealth Partners (“AWP”), an SEC registered investment adviser located in Minnetonka, Minnesota at 110 Cheshire Lane, Suite 200 Minnetonka, MN 55305, https://www.advisornetfinancialpartners.com/

The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if AWP is engaged, or continues to be engaged, to provide investment advisory services.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Advanced Retirement Resources’ representatives, in their separate individual licensed capacities, can be engaged to provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

Check the background of these financial professionals on SEC’s Investment Advisor Public Disclosure website.

Form CRS