Sean Menickella

Sean Menickella

Managing Director | Advisor to MLB Players

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.