About Sean
Sean helps clients develop and execute planning strategies that help them achieve their financial goals. By understanding their values and being a true partner, he is able to provide a holistic view of their path to success.
By taking an active role in clients’ financial well-being and acting in their best interest, he offers them a lasting and outstanding partnership. Sean’s favorite part of every day is getting the opportunity to interact directly with clients, answering their questions, solving their problems, and deepening his understanding of their financial goals and dreams.
An Allamuchy, New Jersey, native, Sean currently resides in Philadelphia. Outside of work, he is active in local volleyball leagues and enjoys spending time with his rescue cat, Ava.
Education and Professional Milestones
-Villanova University - degree in finance
-Has held planning and advisory roles at Generations to Come Financial Planning, Rockwood Wealth Management and Eagle Wealth Strategies
Sean helps clients develop and execute planning strategies that help them achieve their financial goals. By understanding their values and being a true partner, he is able to provide a holistic view of their path to success.
By taking an active role in clients’ financial well-being and acting in their best interest, he offers them a lasting and outstanding partnership. Sean’s favorite part of every day is getting the opportunity to interact directly with clients, answering their questions, solving their problems, and deepening his understanding of their financial goals and dreams.
An Allamuchy, New Jersey, native, Sean currently resides in Philadelphia. Outside of work, he is active in local volleyball leagues and enjoys spending time with his rescue cat, Ava.
Education and Professional Milestones
-Villanova University - degree in finance
-Has held planning and advisory roles at Generations to Come Financial Planning, Rockwood Wealth Management and Eagle Wealth Strategies