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Sean Cartin
Sean Cartin
Financial Analyst | EP Wealth Advisors
California, San Diego, United States
Sean Cartin
Summary
Sean Cartin is a seasoned financial planner and wealth advisor based in San Diego, California, with a strong passion for problem solving. He has cultivated a diverse career, beginning in finance and evolving into wealth management, where he provides tailored advice to individuals and businesses alike. With a focus on holistic financial planning, Sean emphasizes the importance of understanding clients' unique circumstances to craft integrated strategies that encompass financial, tax, legal, and personal considerations. His educational background includes a B.S. in Business Administration from Georgetown University and a Certificate in Personal Financial Planning from UCLA Extension. Beyond his professional endeavors, Sean enjoys family life with his wife and two children, as well as engaging in outdoor activities and exploring the local social scene. His experience spans various roles, including leadership positions in reputable financial firms, showcasing his adaptability and expertise in the financial sector.
Sean Cartin
Work Experience
Senior Vice President, Partner at
EP Wealth Advisors
March 2013 - Present
Sean Cartin
Education
Georgetown University, B.S. in Business Administration, Finance
UCLA Extension, Certificate in Personal Financial Planning
Frequently Asked Questions about Sean Cartin
What is Sean Cartin email address?
Sean Cartin's primary email address is *******@epwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Sean Cartin work for?
Sean Cartin is a Financial Analyst at EP Wealth Advisors.
Where Sean Cartin graduated from?
Sean Cartin holds a degree in null from Georgetown University.
How can I directly contact Sean Cartin?
To contact Sean Cartin directly, you can use the email address *******@epwealth.com. Complete contact information is available upon registration with Muraena.
Who is Sean Cartin?
Sean Cartin is a seasoned financial planner and wealth advisor based in San Diego, California, with a strong passion for problem solving. He has cultivated a diverse career, beginning in finance and evolving into wealth management, where he provides tailored advice to individuals and businesses alike. With a focus on holistic financial planning, Sean emphasizes the importance of understanding clients' unique circumstances to craft integrated strategies that encompass financial, tax, legal, and personal considerations. His educational background includes a B.S. in Business Administration from Georgetown University and a Certificate in Personal Financial Planning from UCLA Extension. Beyond his professional endeavors, Sean enjoys family life with his wife and two children, as well as engaging in outdoor activities and exploring the local social scene. His experience spans various roles, including leadership positions in reputable financial firms, showcasing his adaptability and expertise in the financial sector.
Sean`s contact details
*******@epwealth.com
Colleagues
Senior Financial Advisor
Vice President
Business Development Manager
Employee
Institutional Equity Sales
Internship
Summer Internship
manager trainee
Financial Advisor
Assistant Superintendent