Sean P. Drewniak
Senior Financial Advisor
With over two decades of experience as a Financial Advisor, I am committed to providing tailored solutions to meet my clients' diverse financial needs. Whether you're envisioning a secure retirement, saving for the education of your loved ones, or safeguarding your wealth, I am here to assist you every step of the way.
My journey began at the University of Rhode Island, where I graduated with a Bachelor of Science degree in Engineering and embarked on a career as a Process Engineer. However, my passion for helping individuals navigate the complexities of finance led me to transition into the financial services industry. In 1999 I started my career as a Financial Advisor at Morgan Stanley, and in 2011, I made the move to Wells Fargo Advisors, where I took on the role of First Vice President - Investments. Presently, I serve as a Senior Financial Advisor with Wells Fargo Advisors Financial Network, and I take immense pride in representing a firm that prioritizes the well-being of its clients.
Retirement Planning stands out as a crucial area of focus for many individuals. Whether you're an individual aiming for tax-deferred growth or a business owner seeking to provide enticing benefits while maintaining financial stability, I possess the knowledge to guide you through the intricate array of choices at your disposal. My assistance covers an extensive range of retirement plans, encompassing IRAs, self-directed IRAs, Roth IRAs and conversions, SEP plans, Keogh plans, SIMPLE plans for small businesses, as well as 401(k), pension, and profit-sharing plans.
Beyond the realm of finance, I enjoy my leisure time. Playing tennis, embarking on motorcycle rides, and immersing myself in the outdoors are among my favored pursuits in my hometown of Newport, RI.
My mission revolves around helping each client chart a course towards a financially secure future, tailored to their unique aspirations. I am excited about the prospect of extending my services to you and your family. Together, we can engage in insightful discussions about financial strategies that align seamlessly with your distinctive circumstances.
CA Insurance License #0G23097