Investment Advisor Representative
Sean is a knowledgeable Investment Advisor Representative with over 20 years of experience in the financial services industry. He is ready to work with you to ensure you and your family’s financial future.
As an Investment Advisor Representative, Sean's main goal is to help you make well-informed decisions on what types of investments are right for you. He also emphasizes the need to adjust investment plans as your goals and needs change. Sean will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own.
Sean received his Bachelor of Arts in sociology from the University of California, Davis and has FINRA series 7 and series 66 securities registrations. In his free time, Sean enjoys playing golf, wine tasting and relaxing with family and friends.
Check the background of this investment professional on FINRA’s BrokerCheck. http://brokercheck.finra.org