Sean is a Vice President at Robertson Stephens, where he provides hands-on wealth planning support, portfolio oversight, tax integration, and a highly personalized client experience. With more than 15 years of experience in wealth management and financial planning, Sean is known for his ability to listen carefully, understand each client’s unique priorities, and deliver thoughtful guidance tailored to their goals. He specializes in tax planning and preparation, retirement planning, estate planning, and risk management, helping clients build long-term financial security through trusted relationships and exceptional service.
Sean earned his Bachelor of Arts in Business Administration with a concentration in Marketing from Bloomsburg University. For 15 years, Sean worked at a financial planning firm in Red Bank, where he partnered closely with individuals and families to develop comprehensive financial strategies aligned with their personal and financial objectives. His commitment to responsiveness, attention to detail, and client care helped foster lasting relationships and contributed to the firm’s growth from a small practice to serving more than 300 families.
A lifelong Jersey Shore resident, Sean lives in Red Bank with his wife, two young daughters, and golden retriever, Penny. Outside of work, he enjoys spending time with family, surfing, snowboarding, and golfing.