San Diego, California
CERTIFIED FINANCIAL PLANNER™
Georgetown University, B.S., Business Administration and Finance
Figure out what is most meaningful to you, set realistic financial goals and commit to sticking to them!
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
Client Service Support
- Financial plan development
- Implementation of planning recommendations
- Personalized Asset Allocation
- Tax Efficient Investing