Sean van der Wal
Senior Wealth Advisor to Bay Area Families | Investment, Tax, and Wealth Transfer Planning
- Role
- Senior Wealth Advisor at Mariner
- Location
- Menlo Park, CA, US
- LinkedIn followers
- 500 followers
About Sean van der Wal
Sean brings nearly 15 years of wealth management and investment experience to his clients, with a particular focus on tailored portfolio strategies, management of income and capital gains tax liabilities, and family wealth planning. These focal points include- Investment & Portfolio Strategy: Generating Income, Risk Management & Hedging Strategies, Growth with Private and Public Investments- Tax Planning: Management of Income and Capital Gains Tax Liability, Deferral Strategies, Maximizing Charitable Contributions and Other Itemized Deductions- Family Wealth Planning: Trust and Estate Structure for Children and Other Beneficiaries, Estate Tax Management and Reduction, Asset and Liability ProtectionPrior to joining Mariner, Sean advised clients on investment and wealth strategies at a multi-family office and large brokerage firms, and co-founded a long-short hedge fund and that also provided access to private, early-stage companies through co-investments vehicles-Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.
Experience
Senior Wealth Advisor
Sep 2024 — Present · Menlo Park, CA, US
Education
California State University-Chico
Bachelor of Science (BS)
BloomTech
Full Stack Software Engineering
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