A senior member of The Sullivan Group, Sean re-introduced The Sullivan Group with partner Tom Sullivan in 1994. Prior to becoming an independent investment advisory firm, Sean was a managing partner with The Sullivan Group during its time at Morgan Stanley. The group was previously at Wachovia Securities where Sean served as a Director – Corporate & Executive Services and Portfolio Manager in the Sacramento office. Sean specializes in retirement income planning and works closely with families, professionals and business owners.
Sean has completed advanced training in portfolio management, comprehensive investment planning, corporate and institutional finance and trust management and has earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning as well as the Accredited Investment Fiduciary (AIF®) designation.
Sean volunteers his time with a number of charitable organizations and is responsible for the creation of several non-profits. He previously served as Treasurer and a Director of the Dana Point Yacht Club. Sean is a graduate of Florida Atlantic University in Boca Raton with a bachelor’s degree in International Relations/Political Science. Raised in New York and Florida, Sean moved to California with his wife Pamela and two children, while serving as a US Naval Aviator.