Sean Schaeffer
Advisor Assistant
Sean@PlanWithRFG.com
Phone: 513-230-9916
Fax: 513-624-3124
My Compliance Disclosures
Favorite Motto:
Always want and try to be the best at everything you do.
Where would you like to travel to?
I think it would be awesome to visit Australia.
Favorite Movie:
Forrest Gump
Sean was born and raised in Anderson Township, and still resides there today. He graduated from Anderson High School – where he was captain of the football team.
After high school, Sean went on to accept a spot in the Carl H. Lindner Honors-PLUS program, integrated within the Carl H. Lindner College of Business at UC. This program allows its students to alternate their semesters between in-person classes and internships. Understanding the true value in this program, Sean began exploring career options that would not only inspire him, but equally match his future goals and moral values. Between his genuine passion for helping others and desire to always have the ability to spend quality time with family, Sean began seeing his future as a Financial Advisor/Planner. Sean knows this career path will help equip him with the potential to earn money for a good lifestyle, while truly enjoying the work he does each day. Realizing there are not many career paths that check all of those boxes for him, he decided to contact Nate about the possibility to join the RFG Family as an intern. Thankfully, Nate provided him with his desired opportunity!
Sean graduated from the Carl H. Lindner Honors-PLUS program in 2022 and immediately accepted an Advisor Assistant role at RFG! Sean currently holds the Securities Industry Essentials® (SIE®) as well as the Series 7 securities registration.
“I have loved it from the start here, and I cannot wait for everything that is to come at RFG!” – Sean Schaeffer
After high school, Sean went on to accept a spot in the Carl H. Lindner Honors-PLUS program, integrated within the Carl H. Lindner College of Business at UC. This program allows its students to alternate their semesters between in-person classes and internships. Understanding the true value in this program, Sean began exploring career options that would not only inspire him, but equally match his future goals and moral values. Between his genuine passion for helping others and desire to always have the ability to spend quality time with family, Sean began seeing his future as a Financial Advisor/Planner. Sean knows this career path will help equip him with the potential to earn money for a good lifestyle, while truly enjoying the work he does each day. Realizing there are not many career paths that check all of those boxes for him, he decided to contact Nate about the possibility to join the RFG Family as an intern. Thankfully, Nate provided him with his desired opportunity!
Sean graduated from the Carl H. Lindner Honors-PLUS program in 2022 and immediately accepted an Advisor Assistant role at RFG! Sean currently holds the Securities Industry Essentials® (SIE®) as well as the Series 7 securities registration.
“I have loved it from the start here, and I cannot wait for everything that is to come at RFG!” – Sean Schaeffer
Check the background of this investment professional on FINRA’s BrokerCheck.
