Sean is an Associate Wealth Advisor at JFS, bringing five years of professional experience to his role. His academic background includes a Bachelor of Business Administration with a specialization in Financial Planning from the Fox School of Business at Temple University. Sean also obtained his Series 65 license from FINRA in 2021 and a Chartered Retirement Planning CounselorSM (CRPC®) certification from the College for Financial Planning in 2020.
A significant aspect of Sean’s work involves developing educational resources for young professionals, emphasizing the importance of early financial planning and the advantages of initiating retirement savings at the onset of one’s career. He previously worked with Ascensus, where he honed his skills in 401k education and management, making him a valuable resource for individuals in the initial stages of their financial planning journey.
In his professional practice, Sean adheres to core values of creative and collaborative accountability, which help guide his approach to building tailored and innovative financial plans for individuals of all wealth backgrounds. Sean is working towards his CERTIFIED FINANCIAL PLANNER® designation as he continues enhancing his professional capabilities.
Outside the office, Sean enjoys spending quality time with his fianceé and dog. When not with the two of them, you can find Sean enjoying a day on the golf course.
