Sean Cartin
Financial Planner • Fiduciary • Fee-Only Advisor
- Role
- Senior Vice President, Partner at EP Wealth Advisors
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Sean Cartin
Working as a financial planner and wealth advisor allows me to pursue my passion of…
Experience
Senior Vice President, Partner
Mar 2013 — Present · San Diego, CA, US
EP Wealth Advisors is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. Our mission is to understand each client’s unique situation and to develop a customized plan with strategies designed to achieve their specific goals and objectives. Years of client relationships, combined with our highly experienced team of Certified Financial Planners and Chartered Financial Analysts, has enabled our firm to incorporate portfolio management with a personalized wealth plan in order to create and maintain a secure financial future for each of our clients.Specialties: Investment Management, Holistic Financial Planning, Wealth Advisory, Asset Allocation, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Planning. CFP®, Series 7, Series 66, CA Life, Accident and Health insurance licensed.
Education
Georgetown University
B.S. in Business Administration
UCLA Extension
Certificate in Personal Financial Planning
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