Griffin
Sheehy
Willow Creek Wealth Management, Inc
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About this Advisor
Griffin Sheehy is a financial advisor working in Sebastopol, California, who has 2 years of industry experience. Sheehy is on the advisory team at Willow Creek Wealth Management, Inc. Sheehy has gained experience at Streetwise Reports, Northwestern Mutual, Dena Debenedetti (W&R Fa), Waddell & Reed Inc, Dena Debenedetti, Various Insurance Carriers For W&R Insurance Agencies, Shone Asset Management LLC and Willow Creek Wealth Management, Inc. Sheehy holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Willow Creek Wealth Management, Inc is a registered investment business based in Sebastopol, CA. It administers $2 billion in total assets across its 2,663 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 34 charities and foundations. Of its 2,663 client accounts, 50% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fees typically vary depending on which services are provided. However, fee types charged by Willow Creek Wealth Management, Inc most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Willow Creek Wealth Management, Inc Brokerage Details
$1,515,484,679
19
2,663
$569,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Griffin Sheehy Work History
Griffin has been registered as a financial advisor for 2 years.*
Willow Creek Wealth Management, Inc
Shone Asset Management LLC
Waddell & Reed Inc
Dena Debenedetti
Various Insurance Carriers For W&R Insurance Agencies
Dena Debenedetti (W&R Fa)
Northwestern Mutual
Streetwise Reports
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Griffin Sheehy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Willow Creek Wealth Management, Inc
Sebastopol, CA
Sebastopol, CA
Sebastopol, CA
Sebastopol, CA
Sebastopol, CA
Sebastopol, CA
Sebastopol, CA
Sebastopol, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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