95 102nd Avenue NE
Bellevue, WA 98004
As a Senior Wealth Advisor with Columbia Wealth Advisors, Sean seeks to understand his clients’ hopes and dreams and design investment strategies to help achieve clients’ aspirations. His clients tend to be focused on three primary goals: income in retirement, saving for retirement, or saving for their kids’ college education.
Sean started his career working on the floor of the New York Stock Exchange. After a couple decades working in the investment industry, he’s witnessed that investor behavior is as important as investment selection. As an advisor, he encourages clients to focus on their long term goals and be willing to make modest tactical allocations if and when opportunities arise.
Sean resides in Issaquah with his wife and their son is studying acting in NYC. When he’s not working, you can find him enjoying our beautiful mountains, either hiking, motorcycling, or white water kayaking. Fortune favors the prepared.
Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.