Sean joined the team at Perseus Wealth in 2015, bringing with him over eight years of experience in the informatics and financial industries working for large Healthcare Management and retail Banking firms.
Sean’s passion for helping others was inspired by his great-grandfather, a small-town physician who not only still made house calls but often accepted bushels of vegetables or baskets of eggs as payment. While he could never be deemed “wealthy” from an asset accumulation standpoint, he was clearly the richest man in town. Sean continues his great-grandfather’s legacy by working to improve the financial health of his clients through his ongoing education and advice as they pursue a lifetime of financial goals.
He has worked with clients and their other advisors in comprehensive estate and financial planning, multi-generational legacy creation, and philanthropic strategies. He is a partner with his father, John, with LPL Financial his Broker/Dealer, and RIA (Registered Investment Advisor). He incorporates the data-driven methodology of Helios Quantitative as a core demonstration of his dedication to providing clients with objective and honest investment data. He is an active member of the East Bay Chapter of the Financial Planning Association. He earned his degree in Business at California Polytechnic University, San Luis Obispo, and is concurrently pursuing both his MBA and the Certified Financial Planner designation. Currently, Sean lives in Danville, CA with his wife Valerie and two children, Jonathan and Adalene. They enjoy family time through outdoor activities like hiking and basketball, along with a more than occasional round of golf.
To learn more about us and how we can help you, please explore the rest of our site, call us at (925) 938-2800, or write us at info@perseuswealth.com.