Sean is a Wealth Advisor for Class VI Family Office, joining the team in May 2021.
Sean started his career at FactSet Research Systems in San Francisco and then spent 3 years with Charles Schwab as a Financial Consultant, at one of their most affluent branches in Silicon Valley. At Schwab, Sean was responsible for helping high net worth clients (business owners, tech executives, and venture capitalists) with all aspects of wealth management.
As Wealth Advisor, Sean works with Class VI clients to provide solutions for retirement, cash flow, education funding, tax and estate planning, as well as other goals. He ensures that all our clients receive world class service, taking care of our clients throughout all phases of the relationship.
Sean is a Colorado native and a University of Colorado – Boulder graduate with a dual degree in Business and Chinese. He earned his CFP ® designation in 2021. He and his wife, Alexandra, and their dog, Archie, love to spend time with family, friends and enjoying the great outdoors in Colorado.