Sean has been in the financial services industry since 1997 and currently works with professionals and business owners to help manage complex financial situations.

Since obtaining a Bachelor’s Degree in History from the University of California, Santa Barbara, Sean earned the Accredited Wealth Management Advisor® designation and has worked with a number of major Wall Street firms. Having lived and worked in San Francisco, New Jersey and Chicago, Sean now lives in San Luis Obispo with his wife and four children.