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.
Sean is active in his community, serving as a member of the board of directors for Legal Services of the Hudson Valley and The Northeastern STEM Starter Academy. He and his wife live in Astoria, N.Y.