Sean Beard

Director Of Business Services at Vision Financial Group, LLC - Iowa

Sean Beard, AIF®, CFPA® is a Director of Business Services at Vision Financial Group, LLC in Iowa. Prior to this role, Sean served as a Financial Advisor at Business & Financial Strategies and Raymond James Financial Services, Inc. Sean offers personalized financial, retirement, and tax advantaged estate plans to individuals and designs retirement plans for small to mid-sized businesses. Sean holds a Bachelor of Science (B.S.) degree in Health Studies/Medical Anthropology from Michigan State University.

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Timeline

  • Director Of Business Services

    January, 2023 - present