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Griffin Daniel Sheehy

Willow Creek Wealth Management, Inc.

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About Griffin Daniel Sheehy

Griffin Daniel Sheehy is an investment advisor representative at Willow Creek Wealth Management, Inc. Griffin has been in the industry since June 2014 and has been registered with Willow Creek Wealth Management, Inc. since April 2021. Prior to that, Griffin was registered with Waddell & Reed for a little over a year. Griffin has a Series 7, Series 66 and SIE. Griffin specializes in providing investment advice to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, high net worth individuals, and other investment advisors. Griffin has a broad range of experience in financial planning, portfolio management and educational seminars. Griffin is located at the Sebastopol, CA office of Willow Creek Wealth Management, Inc.

Firm Information

Griffin Sheehy is currently registered with Willow Creek Wealth Management, Inc.. Willow Creek Wealth Management, Inc. is an investment advisor registered with the SEC headquartered in Sebastopol, CA. The firm provides financial planning, portfolio management for individuals and businesses, and educational seminars. Willow Creek Wealth Management, Inc. manages approximately $1.71 billion in assets for 2,760 clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Willow Creek Wealth Management, Inc.

825 GRAVENSTEIN HWY. N.

SEBASTOPOL, CA 95472

$1.71B

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Griffin Sheehy’s Registration & Firm History

CA

04/29/2021 - Present

Willow Creek Wealth Management, Inc. (SEBASTOPOL CA)

CA

07/21/2015 - 08/03/2016

WADDELL & REED (NAPA CA)

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Licenses & Designations

BOTH

Issued 02/23/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Griffin Daniel Sheehy.
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