Since entering the financial services industry in 1992, Sean has maintained a steadfast commitment to putting his clients' best interests first. This high level of service sets him apart from many in the field, and is evidenced by his attainment of the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Financial Consultant™ designation.
Sean is responsible for managing and growing client relationships, with a particular emphasis on high-net-worth individuals and families. As such, he conducts the majority of meetings with the group’s clients.
Sean is a 1991 graduate of Boston College, where he received a bachelor’s degree in economics and received his masters of finance from Penn State. He holds the Series 7, 9, 10, 31 and 63 securities registrations, as well as life, health, disability and long-term care insurance licenses. Sean and his wife, Lisa, live in San Diego, California, with their four children, Kelsey, Jordan, Makenna and Riley. Outside of the office, he enjoys theater and the arts, and serves on the CCA Foundation Board as VP of Finance.
Registered States: AZ, AR, CA, CO, FL, GA, ID, IL, IN, ME, MD, MA, MI, MO, MT, NV, NM, NY, OH, OR, PA, SC, TX, UT, VT, WA, WI
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.