Designations and Licenses

Sean is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst®.

Experience and Education

Sean brings nearly 15 years of wealth management and investment experience to his clients. He partners with them by creating a personal financial office, leveraging resources across investment management, tax and wealth transfer planning to develop a coordinated strategy that aligns with their objectives and preferences.

Prior to joining Mariner, Sean developed a wide-ranging skill set serving high-net-worth and ultra-high-net-worth clients at firms such as Morgan Stanley and at a multi-family office in Menlo Park, California. He also co-founded a long-short hedge fund and launched a software company to help families manage their estate planning needs.

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

Personal Interests

Away from the office, Sean enjoys spending time with his son and daughter, skiing and snowboarding at Lake Tahoe and learning about new technologies.