Focus: Insurance Strategies, Business Owners, Investment Strategies
For over 20 years, Sean has been helping individuals protect their families and businesses against life's uncertainties.
Sean began his career in 1994 with a background as an investment banker at Chatfield Dean. He quickly became a leader in the organization and was consistently recognized for achieving Leader's and President's levels of recognition. These honors are bestowed on a select group of individuals, specifically those who exemplify the highest standards of personal integrity, professionalism, customer service across the company. In 2002, he achieved Lifetime Membership into President's Conference. He has also qualified for The Million Dollar Round Table, an industry-wide conference, a number of times. During his career, Sean has mentored several individuals and managed one of the firm's most successful insurance protection programs.
Sean graduated from Jersey City University with a Bachelor of Science in Finance and Accounting. He is life, accident and health insurance licensed in New York and New Jersey and holds the Series 7 and 63 licenses.
I am dedicated to establishing long-standing relationships by guiding clients in the identification and achievement of their financial goals. I will work with you to develop a comprehensive analysis of your current financial position, establish recommendations, and recommend strategies for lifetime financial security. I will work with you to develop financial and risk management strategies, collectively known as wealth management.
For over 20 years, it's been an honor to help my clients prepare for their financial futures. My guiding principal in business is the same as in my personal life: Be purposeful and committed, protect and grow the things that matter most and you will be fulfilled. It's with these things in mind that I help guide my clients.
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2 Teleport Drive Suite 300
Staten Island, NY 10311-1006