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 Francisco office, Sean enjoys traveling, attending sporting events, trying new restaurants and anything outdoors.
Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.
Take Our Free AnalysisI can help. Schedule a 15-minute introductory call with me to get real answers to your questions from an independent advisor.
