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Sean Cartin

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Sean Cartin

Financial Analyst | EP Wealth Advisors

California, San Diego, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Sean Cartin

Work Experience

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Senior Vice President, Partner at

EP Wealth Advisors

March 2013 - Present

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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

mail

*******@epwealth.com

Colleagues

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Clay Zachry

Senior Financial Advisor

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Dan Federman

Vice President

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Kristie A Garrett

Business Development Manager

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Trevor Bush

Employee

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Stephanie Richman

Institutional Equity Sales

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David Devita

Internship

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Megan Carden

Summer Internship

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Jared Johnson

manager trainee

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Clint Camua

Financial Advisor

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Cody Wickham

Assistant Superintendent

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