CFP®, AIF®
Senior Wealth Manager
Email: sean@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Sean Take Financial AssessmentCFP®, AIF®
Senior Wealth Manager
Email: sean@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Ever the professional, Sean brings an easy-going nature and acute attention to detail to his role at Plancorp. He joined the firm in 2015 after several internships helped him realize the merit of an evidence-based investment philosophy.
As a Senior Wealth Manager, Sean counsels clients on their financial options and how to best reach their goals. Naturally analytical, he is committed to staying on top of all factors that could impact his clients’ financial prosperity.
Based in Plancorp’s San Jose office, Sean enjoys traveling, cheering on the Georgia Bulldogs and anything outdoors. When he’s back in St. Louis, he makes it a priority to attend Cardinals and Blues games.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163