San Diego, California Office
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Sean specializes in helping individuals, families, businesses, and non-profit organizations identify goals, address financial concerns, and make investment decisions based upon comprehensive financial planning. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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Prior to becoming part of the EP team, Sean was a private client advisor with Bernstein Global Wealth Management.
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Sean attended Georgetown University where he earned a B.S. in Business Administration with a concentration in finance. While at Georgetown, he was a four-year member of the nationally ranked Men’s Lacrosse team.
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Sean has resided in San Diego since 2001 and currently lives in Encinitas with his wife Alex, son Cash, daughter Vivi, and Boston Terrier Lulu. He loves spending time with friends and family, music, traveling, golfing, skiing, following Philadelphia sports (Go Birds!), and exploring the vibrant social scene that San Diego has to offer.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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