Since 1990 Sean has been focused on helping families grow and preserve their wealth to provide for themselves and those they care about.

Sean’s process is based on three criteria unique to you:

1. Vision: Your purpose for investing with specific objectives and timelines.

2. Commitment: The creation and implementation of your purpose focused plan that factors in your willingness and ability to save, tolerance to market forces and acceptance of help. Meet to review and update.

3. Resources: Your income, savings, trusts, investments, credit, pensions, retirement plans, inheritances, and us.

Sean’s team's experience and resources allow them to design risk appropriate strategies and portfolios to help achieve your unique vision tailored to your commitment and personal resources.

Resources they provide you:

-A Personalized Plan - one that will look at multiple strategies and scenarios to determine which can offer the greatest probability of achievement.

-Plan Implementation and Meetings to Review

-Business and Personal Wealth Transfer Strategies

-Fee Based Securities Management in Trust Accounts, IRAs and Roth IRAs

-Retirement Plan Options

-Access to lending services through affiliates

The most important objectives Sean has is that his clients feel comfortable sharing all their financial objectives and concerns with him and that they’ll contact him whenever they have a question about their finances.

Outside of work:

Sean has lived in Orange County since 1970.  He has two sons with his wife Janet.  One attends UCLA and one is at SDSU, where he graduated.  They are active in their community through their church, schools, and local charities.  Sean also enjoys time with his family, friend groups, golf, and concerts.

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