Sean Mullen MSFS, CFP®

Experience

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  Robert H. Pickering and Associates

  Apr 1999 - Jun 2001

  Associate

  Researched and modeled advanced wealth transfer strategies, performed business valuations, and created presentations for high net worth families and small business owners.

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  Cherry Creek Financial Services, Inc

  Jun 2001 - Nov 2002

  Associate

  Life insurance, investment management, retirement plan, and disability insurance sales. Created and presented proprietary sales presentations for individuals and small business market.Investment portfolio modeling and management.

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  AXA Advisors, LLC

  Jun 2003 - Dec 2006

  Case Design Analyst

  Creation of detailed advanced markets models, analysis, and presentations involving life insurance for AXA Equitable's top producer group.Responsible for testing methodology accuracy and compliance for financial planning software.

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  The Madison Group, Inc.

  Feb 2007 - Jul 2016

  Director of Financial Services

  The Madison Group is one of the largest independent financial firms in the United States dedicated to comprehensive wealth preservation, specializing in providing affluent families, family offices, business owners, and key executives with exceptional, tax-efficient wealth transfer and business continuity strategies.While at The Madison Group I helped our clients accomplish financial goals such as: - Values-based planning - Wealth transfer - Family business succession planning - Efficient charitable giving - Asset protection and wealth preservationI constructed presentations and designs for HNW client life insurance portfolios, prepared multiple financial models and performed/evaluated independent analysis of insurance policies and funding methods leading to an insurance investment decision. I constructed research and develop tools, models, strategies, and communications that assist clients and advisors in the wealth transfer decisions. I oversaw the firm FINRA legal/regulatory compliance matters, perform due diligence, and ensure the firm's adherence to applicable laws, regulations, and professional standards of practice. Show less

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  MyiCase, Llc

  Aug 2016 - Dec 2019

  Owner

  Many high level insurance advisers are concerned about their fluctuating case design needs and may not be able to justify or find qualified personnel to meet these needs. Life insurance is a complex financial product with many variations and uses. Case design requires a strong knowledge across a broad range of life insurance products, advanced markets concepts, sales opportunity recognition, carrier specific products and underwriting criteria, presentation creation from simple to complex, illustrations systems, spreadsheet generation to quantify complex design structures, etc.; all these elements must come together to create an efficient and coordinated positive outcome. Connect with me via my email or phone number if you would like to talk about how I can assist you, your firm, and your client/prospect with your case design needs. Show less

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  Cherry Creek Financial Services, Inc

  May 2018 - now

  President

  Cherry Creek Financial Services, Inc. has been a Colorado business since 1996, serving the group benefit needs of small businesses (<100 employees) and the life, disability, and long term care insurance needs of individuals.

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  Denver Executive Association

  Jan 2024 - now

  Vice President