Sean Babin, Cfp® Email and Phone Number
Sean Babin, Cfp® work email
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Sean Babin, Cfp® personal email
Originally from Grass Valley, California, I've lived in the Phoenix area since 2015. I received my bachelor's degree in finance and economics from the University of Nevada, Reno. I love to travel and have had the opportunity to visit several European countries, as well as Dubai. Also, each year, my family comes together for a family vacation in Sunriver, Oregon. I’m an avid golfer, my girlfriend can attest to that, and I also love exploring the many beautiful places around Phoenix. The Clients I Best Serve:My typical client is someone who is looking for an advisor to help them navigate through life's major financial events, such as:-Saving for retirement-Living in retirement-Education savings-Marriage or divorce-Planning an efficient estate transfer-Receiving an inheritanceNo two situations are the same, and my team and I enjoy taking on the complexities of each scenario.How I Partner with My Clients:From the start, I take the time to get to know my clients before providing any recommendations. Without exception, it is always about each individual and what they’re looking to achieve. I understand my clients are at all different stages in life, and as time evolves, so will their plan, all while keeping them focused on what is most important to them.Every client in my practice has a financial strategy customized to their unique situation, and that strategy is reviewed regularly. I have a disciplined investment approach that’s rooted by academic investing principles and a clear process to help ensure that each client feels understood, in control, and ultimately secure with all aspects of their financial life.
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Owner And CeoBabin Wealth ManagementScottsdale, Az, Us
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Owner & CeoBabin Wealth Management Sep 2024 - Present
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Financial AdvisorEdward Jones Aug 2020 - Sep 2024St. Louis, Mo, Us -
Financial Advisor TraineeEdward Jones Mar 2020 - Aug 2020St. Louis, Mo, Us
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Portfolio ManagerMatson Money Apr 2018 - Oct 2019Mason, Ohio, Us -
Assistant Portfolio ManagerMatson Money Sep 2016 - Apr 2018Mason, Ohio, Us
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Institutional SpecialistCharles Schwab Jan 2015 - Aug 2016Westlake, Texas, Us -
Investment AnalystAmerican Wealth Management Dec 2013 - Jan 2015Reno, Nv, Us -
Sales RepresentativeChacewater Winery & Olive Mill Jan 2010 - Sep 2012Kelseyville, Ca, Us
Sean Babin, Cfp® Skills
Sean Babin, Cfp® Education Details
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University Of Nevada, RenoEconomics And Finance -
Nevada Union High School
Frequently Asked Questions about Sean Babin, Cfp®
What company does Sean Babin, Cfp® work for?
Sean Babin, Cfp® works for Babin Wealth Management
What is Sean Babin, Cfp®'s role at the current company?
Sean Babin, Cfp®'s current role is Owner and CEO.
What is Sean Babin, Cfp®'s email address?
Sean Babin, Cfp®'s email address is se****@****wab.com
What schools did Sean Babin, Cfp® attend?
Sean Babin, Cfp® attended University Of Nevada, Reno, Nevada Union High School.
What skills is Sean Babin, Cfp® known for?
Sean Babin, Cfp® has skills like Investments, Personal Financial Planning, Financial Analysis, Marketing, Sales, Asset Allocation, Finance, Equities, Trading.
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