Griffin Sheehy (CRD# 6217235) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 8 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2169633
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Willow Creek Wealth Management, Inc. | Sebastopol, CA | Apr 2021 - Current | 3 |
| Shone Asset Management LLC | Walnut Creek, CA | Aug 2016 - Mar 2021 | 4 |
| Waddell & Reed Inc. | Napa, CA | Apr 2015 - Aug 2016 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Rohnert Park, CA | Apr 2015 - Aug 2016 | 1 |
| Dena Debenedetti | Napa, CA | Apr 2015 - Jul 2016 | 1 |
| Dena Debenedetti (w&r Fa) | Napa, CA | Jun 2014 - Apr 2015 | < 1 |
| Unemployed | San Luis Obispo, CA | Jul 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CA
-
Total Assets Under Management1,713MILLIONS
-
Total Number of Accounts2,760ACCOUNTS
-
Average Account Value$620,537
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, CO, NC, NH, NM, NV, NY, OR, TX, WA
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