Sean Sokolowski

Vice President, Lead Wealth Advisor @RMR Wealth Builders, Inc.

Montclair, NJ, US

RMR’s mission is to provide thoughtful and creative financial solutions that guide clients from where they are to where they want to go. We approach financial and life decisions with a planning-first mindset, built on three principles: organize, educate, and guide.As a Wealth Advisor, I work closely with individuals and families to organize their financial lives, provide the education needed to make informed decisions, and guide them through the implementation of a comprehensive financial plan.In my role as a Lead Wealth Advisor, I also serve in a leadership and mentorship capacity within the Personal Wealth team. I support the development of younger advisors, contribute to advisor training and service standards, and help shape career progression and best practices across the group. With a strong foundation in capital markets and portfolio construction, I work to ensure both clients and advisors have the clarity, tools, and perspective needed to make confident financial decisions.Investment advisory services offered through RMR Wealth Builders, Inc, a Registered Investment Adviser. Representatives of RMR do not provide legal or tax

Alfred Lerner College of Business & Economics at University of Delaware

Bachelor Of Science, Finance