PARAPLANNER
Sean Joined Archvest as a Paraplanner in the Fall 2023. He brings forth a lifelong passion for assisting in the intricacies of finance and delivering quality service to clients. Armed with a Bachelor’s Degree in Finance from California State University, Long Beach, Sean’s dedication to his craft propelled him to attain the Financial Paraplanner Qualified Professional (FPQP®) designation in addition to holding his Series 65 license. This designation equips him with the expertise to collaborate with our financial advisors, ensuring an understanding of clients’ needs. Drawing from previous experience within the industry, Sean recognizes the pivotal role that attentive listening plays in the realm of financial advising, underscoring his commitment to helping our advisors provide comprehensive and tailored solutions.
Beyond the confines of finance, Sean enjoys the thrills of spending time with his two rambunctious nephews. As an avid traveler, he seeks adventure in exploring new destinations. Sean also finds tranquility on the golf course and pleasure in watching movies.
We start by working together to develop a personalized investment plan for you. We then monitor that plan and update it as needed—keeping you informed from the start about the risks and potential reward. The strategies we embrace are grounded in long-term economic truths, adjusted for today’s market and your individual circumstances.
In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we’re available when you need us to listen, plan, guide, and even celebrate.
