How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.  We specialize in creating an approach that is designed to address your individual situation.

Meet The Team

John F. Mullen II, CFP®, CLU

LPL Registered Principal

925-938-2800

925-938-2802

john.mullen@perseuswealth.com

John has forty-eight years in the financial service industry with experience in stock option and restricted stock planning, qualified and nonqualified retirement plan design, employee benefits coordination, business structure, and...

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Sean P. Mullen

Financial Advisor

925-938-2800

925-938-2802

sean.mullen@perseuswealth.com

Sean joined the team at Perseus Wealth in 2015, bringing with him over 8 years of experience in the informatics and financial industries working for large Healthcare Management and retail Banking firms. Sean’s passion is...

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Mariam Shamlow

Client Service Specialist

925-938-2800

Mariam.shamlow@perseuswealth.com

Mariam was born and raised in San Diego and is trilingual in English, Spanish, and Farsi. In 2014, she obtained a bachelor’s degree in psychology and social behavior and continued her education to obtain a master’s degree...

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