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 educating and assisting individuals as they pursue their own financial and retirement goals. He has worked with advisors and clients in the areas of estate and financial planning, multi-generational legacy creation, and charitable giving. He is an active member of the East Bay Chapter of the Financial Planning Association. Sean earned his degree in Business at California Polytechnic University, San Luis Obispo. He lives in Danville with his wife Valerie and two children, Jonathan and Adalene. They enjoy family time and participating in outdoor activities like hiking or basketball along with an occasional round of golf.
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