Serving El Segundo and Santa Monica
Sean joined the Kinecta Wealth Management team in 2002 and has 19+ years of financial services experience in the areas of wealth accumulation and preservation, asset allocation, planning for retirement and education savings, in addition to insurance and real estate planning. Sean earned his Bachelor’s Degree from the University of California, Berkeley, and a M.S. from the University of Massachusetts, Amherst. Sean has earned the distinction and became a member of the LPL Chairman’s Club in 2005 and 2021. This honor is awarded to less than 5% of LPL Advisors based on annual production. He is dedicated to assisting credit union members in pursuing financial growth and the confidence they seek for the future. He looks forward to helping you identify your financial goals, and assisting you in making well-informed investment decisions.
Sean holds the following registrations through LPL Financial: Series 7 and 66
Sean is registered for Securities in the following states: AZ, CA, CO, DC, MD, MO, MT, NV, OR, SC, TN, VA, WA
Check the background of this investment professional on FINRA’s BrokerCheck.®