Sean graduated with a Bachelor’s degree from University of California, Irvine in 2007 and joined the financial services industry that same year. Sean joined Merrill Lynch Wealth Management in January of 2019 as a member of the Corral Group, after spending the previous 3 years with Merrill Edge. Before that, he spent 8 years at Scottrade as an Investment Consultant. He currently resides in Monrovia, CA with his wife and daughter.
As a Financial Advisor Sean assists clients by helping them manage their wealth to meet their individual needs. Sean focuses on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve. Sean also holds the Chartered Retirement Planning CounselorTM designation.","Sean graduated with a Bachelor’s degree from University of California, Irvine in 2007 and joined the financial services industry that same year. Sean joined Merrill Lynch Wealth Management in January of 2019 as a member of the Corral Group, after spending the previous 3 years with Merrill Edge. Before that, he spent 8 years at Scottrade as an Investment Consultant. He currently resides in Monrovia, CA with his wife and daughter.
As a Financial Advisor Sean assists clients by helping them manage their wealth to meet their individual needs. Sean focuses on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve. Sean also holds the Chartered Retirement Planning CounselorTM designation.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
