Sean is a Principal based in the San Francisco office. He provides comprehensive financial planning and investment management services to private and institutional clients. Taking a deep and proactive role in the management of his client’s wealth, Sean incorporates financial planning across all aspects of a client’s life or business.
Prior to joining Cerity Partners, Sean was a Wealth Manager at B|O|S working closely with clients to create advisory plans that covered a variety of services from a team of professionals including tax and legal advisors. Sean initially joined B|O|S as a member of the Client Associate Team where he handled day-to-day client administrative and operational needs.
Sean earned his Bachelor of Science in Business Administration and Financial Management from California Polytechnic State University in San Luis Obispo. He holds the Certified Financial Planner (CFP®) designation and was the recipient of the 2016 “Outstanding Student Award” from the University of California, Berkeley Extension Certificate Program in Personal Financial Planning.
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