Sean Babin, Cfp® Email & Phone Number

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.

Listed skills include Investments, Personal Financial Planning, Financial Analysis, Marketing, and 5 others.