Education
Sean graduated with BA in Finance from Iona College, Hagan School of Business in 2013.
Sean was a four-year member of Division I baseball program- Iona College. Receiving All-Academic team honors and serving as a team captain his Senior year.
Currently holds his Series 7, 63, and 65 securities licenses, held through LPL Financial
Accredited Investment Fiduciary- Alf®
Professional Specialties
Retirement Plans
401(k) Provider cost and benefit analysis
Specializing in Investment fiduciary support and consultation
Participant education and engagement
Retirement plan design support
Personal Wealth Management & Professional Athlete Services
Serving as a Fiduciary, ensuring client interests are always put first.
Financial Planning & Investment Management
Behavioral finance
Debt consolidation
Retirement planning strategies
Insurance needs & Estate planning
Advisor to MLB players working closely with professional athletes and managing their financial lives.
Personal Life
Sean currently resides in Haverford, PA. He enjoys hiking with his dogs on the weekend and following his beloved Philadelphia sports teams. He spends much of his time participating in local fundraising causes to support physical and mental health awareness. He is an active contributor to the Autism Speaks foundation, and several mental and behavioral health foundations. As a cancer survivor, Sean has dedicated his efforts to bring support to Men's Cancer Awareness as well as many other causes.