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 commitment to her work. She currently manages over $150 million in assets for approximately 100 clients.
Ann Marie’s practice focuses on a clientele valuing a holistic approach to financial management who are concerned with the generational wealth accumulation, preservation and transfer. Many of her clients are retired or seriously preparing for retirement and value her help with preservation of assets, estate and gift planning, and minimizing the tax impact. These clients have typically worked over a lifetime and now seek to enjoy the fruits of their work.
Given the needs of her clients, Ann Marie has structured her practice to include two businesses. The first is a financial management and advisory service focused around wealth preservation and cash flow needs of clients. The second business is an income tax practice focusing on tax returns and tax planning for individuals, trusts and small businesses. Together, these two businesses enable her to fully address the wealth management and income and estate tax planning needs of clients from a sound and balanced perspective.
Clients value Ann Marie’s investment advisory expertise. This is reflected in both new clients and extremely high client retention and satisfaction. This has resulted in her continually being in the leading investment advisors with Securities America and previously with Foothill Securities and Judy and Robinson Securities.
Ann Marie’s Professional Background
As an economist in private practice in Silicon Valley since 1977 serving individuals and small businesses in the area of financial services, Ann Marie graduated from the University of Santa Clara in 1975 where she was awarded a full 4-year academic scholarship, receiving her bachelors of science degree in economics. In 1977 she began her own business in Securities and Financial Planning and in 1978 added a tax practice, becoming an enrolled agent licensed with the U.S. Treasury Department in 1980.
She continued her education, working on a Masters Degree at Golden Gate University in the early 1980s focusing on individual investment and tax planning to help center her business on retirement plans and tax planning. In 1986 Ann Marie became a Registered Principal with Foothill Securities, a well-respected, NASD registered securities firm founded in 1962, specializing in a wide range of investment advisory services and investments.
She has been a member of the Foothill Securities Board of Directors and served as Chairman of the Transition Committee, Executive Search Committee, Nominating Committee, and the Long-Term Strategic Planning Committee. In 1985 she became the Charter President of the Golden Gate Chapter of the California Society of Enrolled Agents (CSEA). She has also served on the state board of organization of CSEA. She has taught numerous tax courses to Tax Professionals over the years including the U.S. Treasury Card exam course which covers a multitude of subjects in the area of taxation including Estate, Trust, and Gift Tax Laws and has been a guest speaker on tax law for various professional organizations.