Sean Payne
Financial Advisor at Edward Jones | Financial Strategies | Retirement | Insurance | Estate Considerations
- Role
- Financial Advisor Regional Leader Principal at Edward Jones
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Sean Payne
After four years of weekly business travel as a consultant, I sought a career change that would allow me to make a meaningful impact on families\' financial futures. Reflecting on my six years in retail banking, I realized my passion for helping individuals and families achieve their financial goals. In 2002, I joined Edward Jones, where I have since earned the CFP®, ChFC®, CLU®, and AAMS® certifications. I became a limited partner in 2011, a regional leader in 2015, and a principal in 2018. Most recently, I completed my MBA in Financial Planning, further enhancing my ability to serve clients with comprehensive financial strategies.As an Edward Jones financial advisor, I prioritize understanding your unique goals before recommending investment strategies. I collaborate closely with your CPA, attorney, and other professionals to develop tailored financial strategies that align with your needs, including retirement savings strategies designed to help provide flexibility for your future decisions.My team includes dedicated branch office administrators and an associate financial advisor who are committed to delivering the highest level of service. Together, we follow a well-established process to help clients feel informed, understood, in control, and secure about all aspects of their financial lives.Outside of work, I enjoy spending time with my wife and two daughters and actively support community non-profits such as the Los Alamitos Education Foundation, Precious Life Shelter, and Rotary. A proud Orange County native, I graduated from Pacifica High School, Cal Poly SLO, and California Lutheran University. In my free time, you might find me running, biking, or swimming in the area as I train for my next marathon or instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor Regional Leader Principal
Dec 2002 — Present · Seal Beach, CA, US
Education
California Lutheran University
MBA in Financial Planning
2023 — 2025
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Industrial Technology
1994 — 1998
Skills
- Life Insurance
- Financial Analysis
- Equity Investments
- Annuities
- Asset Allocation
- Mutual Funds
- Fixed-Income Investments
- Long-Term Care Insurance
- Strategic Planning
- Wealth Management
- Education Savings
- Portfolio Review
- Business Retirement Plans
- Exchange-Traded Funds
- Individual Retirement Accounts
- Estate and Legacy Strategies
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