Sean  Miranda,  CFP<sup>&reg;</sup> - Financial Advisor

Sean Miranda, CFP®

Director

Robert W. Baird & Co. Incorporated

4803 Olympia Park Plaza, Suite 4000
Louisville, KY 40241
(800) 558-9853
(502) 326-1489
CONNECT WITH Sean
  • facebook link
  • linkedin link

General

Sean Miranda is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Robert W. Baird & Co. Incorporated in Louisville, KY and the surrounding communities.

Financial Advisor Overview

Sean Miranda is a Director and Financial Advisor at Baird. Sean has over 20 years of industry experience and works with families and businesses to build a successful wealth management path. Sean obtained his Certified Financial Planner™ designation and uses that knowledge to simplify complex issues to the planning process. Sean is dedicated to developing deep, long lasting professional relationships with our clients. He uses planning to meet the various needs of clients at all stages of life and brings confidence, objectivity, and transparency to the engagement. Sean is also a Qualified Plan Financial Consultant (QPFC) and leads the team in providing advice to business owners and advising on Retirement and Qualified Plans. Sean is involved in many local organizations including Angles in Disguise, Restorative Justice, Assumption High School and St. Margaret Mary Catholic Church. He is a past President of the Financial Planning Association of Kentuckiana, a member of the National Association of Plan Advisors, and has written articles for local and national publications on financial planning. Sean and his wife Jackie have four (yes, FOUR!) amazing daughters. When they are not traveling from swim meets, field hockey games, dance classes, singing lessons and basketball games, they enjoy downtime at Nolin Lake. The entire family loves being in the outdoors and traveling.

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Qualified Financial Plan Consultant (QPFC)

Insurance Licenses

  • Life insurance: KY
  • Health/disability insurance: KY
  • Fixed annuities: KY
  • Variable annuities: KY

Broker-Dealer Affiliation

Robert W. Baird & Co. Incorporated

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Corporate Finance, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs

More

Helpful Financial Planning Resources