, our mission is to provide goal-oriented financial planning and asset management for high net worth expert portfolio manager holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ certifications and is experienced in providing tailored

. He holds both a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP) certificate, of which only 4account the client’s financial situation and goals. Likewise, a financial advisor will only discusscomprehensive approach that takes into consideration all financial matters. This is where Sean’s

. He possesses a wealth of experience, including a Certified Financial Planner certification, a Series 7 and 66 securities registration, and and guide his clients on their journey to financial security. As part of his mission to provide

strength for us. Allstate also offer builders risk course of construction insurance for new residential construction. help with collector and specialty vehicles, as well. Financial protection is a focus with personal umbrella, options. We have a specialist who is a Certified Financial Planner CFP on staff to help with

, home and life insurance products. My training and certifications as a Certified Financial Planner and Chartered Property and Casualty Underwriter.