Sean Cartin, Cfp® Email & Phone Number

San Diego, Ca, Us

Greater San Diego Area

EP Wealth Advisors is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. Our mission is to understand each client’s unique situation and to develop a customized plan with strategies designed to achieve their specific goals and objectives. Years of client relationships, combined with our highly experienced team of Certified Financial Planners and Chartered Financial Analysts, has enabled our firm to incorporate portfolio management with a personalized wealth plan in order to create and maintain a secure financial future for each of our clients.Specialties: Investment Management, Holistic Financial Planning, Wealth Advisory, Asset Allocation, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Planning. CFP®, Series 7, Series 66, CA Life, Accident and Health insurance licensed.

Greater San Diego Area

Private Client Advisor in the San Diego office of Bernstein Global Wealth Management. Advised wealthy individuals and families as well as charities and endowments regarding investment strategies. Helped clients address a wide range of investment matters including tax and estate planning, concentrated stock positions and the sale of privately held businesses, while working in conjunction with clients’ other professional advisors and with Bernstein’s portfolio and wealth management specialists.

Responsible for launching a new product application for the market leader in biological tissue matrices through business-to-business sales with Plastic Surgeons in San Diego, Orange County and the Inland Empire. Received extensive training in the science of regenerative tissue, anatomy and aesthetics of the breast, breast implants and breast plastic surgery. Present in the operating room to assist with surgical technique and implantation of the device.

Responsible for targeting and securing profitable new clinical business as aligned with regional and national marketing strategies for the largest laboratory in the country. Built relationships and contributed to the financial growth of the territory by providing clients with overall support and expertise to ensure the highest level of quality service.

Member of the Financial Planning and Reporting department of one of the most successful and fastest growing golf companies in the world. Provided analytical and reporting support to the Chief Financial Officer and functional directors, managers and vice presidents around the globe.

B.S. In Business Administration, Finance

Activities and Societies: Men's Lacrosse

Certificate In Personal Financial Planning