Designations and Licenses

Sean is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Sean provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Sean was the director of business development at Bordeaux Wealth Advisors, where he devised and implemented new client wealth strategies across investment management, tax planning, estate and wealth transfer strategies and financial planning. Before that, he was a co-founder and managing partner at Drawing Capital Group and a vice president and financial consultant for high- and ultra-high-net-worth clients at Charles Schwab.

Sean holds a bachelor’s degree in business administration and finance from California State University, Chico.

Personal Interests

Away from the office, Sean enjoys programming and technology, skiing, snowboarding and fitness.