Sean joined Clarfeld in 2010. He became a Certified Financial Planner in February 2014. He supervises the firm’s Financial Planning Department, and is responsible for training and developing the junior team.
Sean’s primary focus is providing investment advisory and financial planning services to high net worth individuals and senior corporate executives. These skills include advanced estate, tax, and retirement planning, as well as investment counseling and risk management.
He and his wife live in Astoria, N.Y. As both an avid golfer and a competitive strength athlete, Sean has an incredibly powerful backswing!