Tustin Centre Wealth Advisors

Sean Loftus
Managing Director – Investment Officer

In 1990, Sean joined his father Brian in this career of helping families grow, preserve, and transfer their wealth with clarity and confidence. His career has transformed over that time from Stockbroker to Investment Advisor, to Financial Advisor and Portfolio Manager and now Managing Director and Investment Officer.

When he got into the business, most corporate employers offered robust benefits including healthcare in retirement, pensions, qualified plans with healthy matching, and in some cases, a stock purchase plan. Many of those benefits have diminished or vanished over time. Today, we need to look at what investment accounts should be funded and what additional planning is needed to replace those benefits. Understanding Trust and Transfer On Death accounts, ROTH IRAs, employer plans, entitlement programs, family and charitable gifting, and Estate Taxes is more important than ever before. Sean has stayed focused on the changes in employer benefits and legislation that affect the financial abilities of his clients and is continuously learning and leveraging Wells Fargo Specialists to adopt new strategies as the landscape shifts. His process emphasizes disciplined planning, consistent reviewing and adjusting, and clear communication with his clients. He works to understand the needs of the people who either support, or rely on, the family’s financial structure and will work with CPAs and Attorney’s to allow for a fully coordinated approach.

What’s important to Sean

Sean’s highest priority is that clients feel comfortable sharing their full financial picture—objectives, concerns, and questions—so he can provide clear, thoughtful guidance in preparation for when they need it. He answers his own phone and encourages his clients to call whenever a financial question is on their mind.

A Family Practice: Welcoming the Next Generation

In January 2026, Sean’s son David Loftus joined the team. David has worked in the financial services industry since 2023 and is registered in both securities and insurance. He brings strong planning skills, a client-first mindset, and hands-on service experience from his previous roles. Together, Sean and David offer continuity, expanded capacity, and a multigenerational perspective for the families they serve.

See our team page for our Service and Planning Process.

Outside the Office
Sean has lived in Orange County since 1970 where he and his wife, Janet, raised their two sons, and remain active in their community through their church, local schools, and charitable organizations. Sean enjoys time with family and friends, golf, Maui, concerts, and the relationships built over decades of serving clients.

CA Insurance License #0A67594, Resident State [CA]

David B. Loftus
Financial Advisor

David Loftus is a Financial Advisor with Wells Fargo Advisors Financial Network and a member of the Loftus Securities & Wealth Management team. As part of a multigenerational family practice, he works alongside his father, Sean Loftus, aiming to bring a modern approach to wealth planning and investment management.
David began his career after earning his degree in finance from San Diego State University in 2023. Before joining the practice, he supported a team of advisors at Cetera Financial Group, gaining experience in client service, retirement plan development, and operational strategy. He holds his Series 7 and Series 66 registrations, and California Life & Health Insurance licenses.

Advisory Approach

In his role as a Financial Advisor, David focuses on helping individuals and families make informed, confident financial decisions. His approach reflects the core principles of the team, helping clients define their vision, commit to a purposeful plan, and make the most of their financial resources. His areas of focus include investment management, retirement planning, education funding, and broader investment planning.
David is committed to carrying forward the team’s tradition of service while contributing his own perspective and energy to the practice. He values long-term relationships and strives to provide clients with clarity and confidence at every stage of their financial journey.

Outside the Office

Outside of work, David enjoys the outdoors, whether it's surfing at black’s beach, golfing at courses across San Diego, or heading to Mammoth Mountain during the winter to snowboard.

CA Insurance License Number 4369088 Resident State CA