About Us
About Us
About Us
Meet Greg Sheehan
Greg founded Fair Oaks Wealth Advisors to have more flexibility in providing services to his clients and to be independent in the investment options he uses. In his spare time, Greg enjoys hiking and exploring, playing guitar, getting together with family and friends, serving at church, and college football.
Professional Experience
- Over 15 years in the financial services industry.
- 5+ years in 401(k)-plan support, including managing customer service and assisting in plan enhancements for a Fortune 500 client.
- Over 10 years as a financial advisor, including 7+ years with LPL Financial.
Education
Greg has his Series 7 and 66 securities licenses with LPL Financial as well as his insurance license. In addition to those, he has obtained the designation of Accredited Asset Management Specialist (AAMS). To achieve this designation, he had to complete an approved educational program, pass a rigorous examination, and fulfill continuing education requirements to remain aware of current planning strategies and financial trends.
He graduated Magna Cum Laude from Presbyterian College (South Carolina) in 1990 with a major in Business Administration and minors in Mathematics and Music.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 30,000 financial advisors, and approximately 1,100 institution-based investment programs and over 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.