Sean Cartin, CFP®

Senior Vice President, Advisor, Partner

San Diego, California

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Sean helps individuals, families, businesses, and nonprofit organizations navigate important financial decisions with confidence. Through comprehensive financial planning, he helps clients align their goals with a clear, long-term strategy.
Before joining EP Wealth, Sean advised high-net-worth clients in a private wealth management role. He earned a B.S. in Business Administration with a concentration in Finance from Georgetown University, where he was a four-year member of the nationally ranked men's lacrosse team. Sean holds the CERTIFIED FINANCIAL PLANNER™ designation.
Financial planning should bring clarity and direction to life's important decisions. Sean works closely with clients to evaluate options, simplify complex choices, and build strategies that support their long-term goals.
A San Diego resident since 2001, Sean lives in Encinitas with his wife, Alex, their children, Cash and Vivi, and their Boston Terrier, Lulu. Outside the office, he enjoys music, travel, golf, skiing, Philadelphia sports, and spending time with family and friends.