Ann Marie Sheehan Financial Advisor, Registered Principal, E.A.
(408) 725-0616
Ann Marie Sheehan has built her business for over 40 years solely through referrals from clients who trust her background, education, expertise, and...
To help our clients live well and sleep well, we put them and their goals first. We are passionate about showing individuals and their families how to discover and achieve their life, retirement, and financial goals. We walk the path alongside our clients to help them stay on track regarding their goals while adjusting to new life circumstances as they arise. With our unique boutique family business, we truly enjoy helping people accumulate, grow, preserve, and transfer their wealth. The family office of Ann Marie Sheehan, Amanda Bonomi, and Antonio Posada has over fifty years of experience to assist individuals and families Accumulate, Appreciate, and Achieve.