Sean founded Horizon Wealth Group, LLC in 2007 to provide the highest standard of service to families seeking advice on Pre- and Post-retirement cash flow/income, investment, and estate planning.
Sean's career in wealth management began in 1994 as a consultant for a national pension administration and actuarial firm. From 1997-2007, Sean was Senior Vice-President of a Bay Area, California-based wealth management firm where he helped establish retirement and pre-retirement asset allocation and distribution strategies for employees of United Airlines, American Airlines, and Chevron Corporation.
Sean studied economics and finance at Chabot College in Hayward, CA. Sean holds FINRA Series 7, Series 63, and Series 65 licenses. Sean is also licensed to conduct life and health insurance (California Life Insurance License #0B45147)
In his free time, Sean enjoys spending time with his wife and three boys. He also enjoys weight training, hiking, mountain biking, and other outdoor sports. Sean and his wife are dedicated to giving back to the community and support The March of Dimes and Autism Speaks.