Sean has dedicated his 10+ year Finance career to building lifelong relationships based on the trust and loyalty of small business owners, educators, CPAs, and trusted advisors. His professionalism and analytical skills are just a few of the many qualities he possesses that have helped him with managing the funds and well-being of his highly valued clients. His approach is that each portfolio must be designed to meet the specific needs, goals, and initiatives of the individual client or organization and their mission. Having Sean as your advisor, you can expect transparency and communication on how your money is being managed. As a UCI graduate, Criminology Law Degree holder, Ice Hockey and Football Enthusiast, but most importantly a Dad. Sean believes his career as advisor is about planning to bring the future into the present, so that you can do something now your loved ones will appreciate for a lifetime on.