Sean Johnson, CFP

As a Financial Advisor at Wells Fargo and a CERTIFIED FINANCIAL PLANNER®, Sean helps individuals build and preserve wealth through customized investment and planning strategies. While his core focus is guiding clients toward personal financial goals, he also advises on business retirement plans that offer tax benefits and long-term savings for owners. Sean has worked with a broad spectrum of clients, from young professionals and retirees to business owners and ultra-high-net-worth families. With over a decade of advisory experience at Charles Schwab, E-TRADE by Morgan Stanley, Empower, and TIAA, he brings a wide-ranging perspective to comprehensive wealth management. He supports clients in navigating markets, investments, retirement, insurance, and legacy planning, with an emphasis on long-term growth and risk management. Originally from Glens Falls, NY, and raised in Boca Raton, FL, Sean graduated from Florida State University, where he served as Treasurer of Sigma Pi. Today Sean lives in Manhattan with his wife, Rachel, and their Yorkie, Quincy. He enjoys golf and time with lifelong friends and family. “My goal is to be a trusted partner in my clients’ lives today, and for generations to come.”