Sean Bradford

President @Speiro Investments, Llc

San Diego, CA, US

I advise high-net-worth individuals, businesses, and foundations on value creation, risk mitigation, and financial protection across a broad range of needs.For private clients, I provide comprehensive financial guidance — from investment selection and portfolio strategy to overall wealth management — helping clients pursue their goals with clarity and confidence.For businesses, I assist with cash management, retirement plan strategy (including 401(k) and defined benefit plans), growth initiatives, and strategic expansion opportunities, often leveraging my network to open new doors for clients.For foundations, I offer tailored advisory services that support both local nonprofits and global organizations in advancing their missions while maintaining financial strength and operational efficiency.My approach is highly personalized, experience-driven, and focused on building long-term value across every relationship.

Point Loma Nazarene University

BA, Industrial Organizational Psychology