Sean Cartin

San Diego, California

Sean Cartin

CFP®
Vice President
Education &
Certifications

CERTIFIED FINANCIAL PLANNER™

Georgetown University, B.S., Business Administration and Finance

Financial Tip

Figure out what is most meaningful to you, set realistic financial goals and commit to sticking to them!

About Sean
Sean Cartin, Vice President, attended Georgetown University where he earned a B.S. in Business Administration with a concentration in finance. While at Georgetown, he was a four-year member of the nationally ranked Men’s Lacrosse team. Sean joined EP Wealth Advisors to drive the expansion of the firm’s presence in the San Diego area. He specializes in helping affluent families and individuals, businesses and non-profit organizations address critical planning issues and make investment decisions based upon their goals. Prior to becoming part of the EP team, Sean was a private client advisor with Bernstein Global Wealth Management. Sean has resided in San Diego since 2001.
Wealth Management Team:

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement
McKenna Bouvier-2

McKenna Bouvier

Client Service Support

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Mike-Ramirez_updated-e1551048809700

Mike Ramirez

Financial Planner
CFP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
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Geniffer Takacs

Portfolio Manager
CFA
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