Sean Gunning
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Sean Gunning Email & Phone Number

Vice President | Tax and Financial Strategist at JAG Legacy & Insurance Solutions
Location: Greater Philadelphia, United States, United States 8 work roles 2 schools
1 work email found @jaglegacy.com 4 phones found area 215, 305, 610, and 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email s****@jaglegacy.com
Direct phone (215) ***-****
LinkedIn Profile matched
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Role
Vice President | Tax and Financial Strategist
Location
Greater Philadelphia, United States, United States
Company size

Who is Sean Gunning? Overview

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Quick answer

Sean Gunning is listed as Vice President | Tax and Financial Strategist at JAG Legacy & Insurance Solutions, a company with 2 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at jaglegacy.com, phone signal with area code 215, 305, 610, 800, and a matched LinkedIn profile for Sean Gunning.

Sean Gunning previously worked as Vice President at The Quantus Group, Llc and Fund Manager at Futurefi Capital Management. Sean Gunning holds Bachelor Of Science (B.S.), Finance, Real Estate Concentration from Penn State University.

Company email context

Email format at JAG Legacy & Insurance Solutions

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{first}@jaglegacy.com
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AeroLeads found 1 current-domain work email signal for Sean Gunning. Compare company email patterns before reaching out.

Profile bio

About Sean Gunning

Are taxes often your biggest expense? I help high earners and business owners unlock their tax bill, giving them more to invest for themselves and their families.I'm fascinated by how the ultra-wealthy prioritize loss aversion—mainly through tax avoidance—to preserve their wealth over traditional market earnings. Witnessing how strategic tax planning plays a pivotal role in wealth accumulation, I realized that taxes can significantly erode earnings.With a finance degree from Penn State University and a passion for financial markets, I'm on a journey to help individuals and businesses reduce their tax burdens through strategic, IRS-approved methods.As Vice President at Quantus Group, I specialize in advanced tax-efficient investment strategies and holistic financial planning that go beyond traditional vehicles like 401(k)s and IRAs.Leveraging a proven four-phase wealth approach, I help clients: 1. Implement immediate strategies to save on taxes now. 2. Optimize current assets through proper structuring, tax savings, and risk management. 3. Transition from high-taxed active income to passive income taxed at more favorable rates. 4. Plan for tax-advantaged multigenerational wealth transfer to future generations.Outside of work, I invest in personal growth—physically, mentally, and spiritually. Weightlifting, DJing, and exploring spiritual texts keep me grounded and enhance my ability to serve clients effectively. I believe a strong mind and body are essential to navigating the complexities of financial planning.If you're a high-earner or business owner looking to minimize taxes, grow your wealth, and secure your financial future, let's connect._Sean Gunning is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Quantus Group LLC. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.

Listed skills include Public Speaking, Negotiation, Microsoft Office, Customer Service, and 46 others.

Current workplace

Sean Gunning's current company

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JAG Legacy & Insurance Solutions
Jag Legacy & Insurance Solutions
Vice President | Tax and Financial Strategist
Greater Philadelphia
Website
Employees
2
AeroLeads page
8 roles

Sean Gunning work experience

A career timeline built from the work history available for this profile.

Vice President

Current

At the Quantus Group, the philosophy seamlessly blends proactive tax efficiency, innovative risk management, and legacy crafting. We don't merely record history as accountants do; we actively shape it by foreseeing opportunities and challenges in the present and future.What I Do:Tailored Investment Management: Construct tax-efficient portfolios attuned to.

Sep 2023 - Present

Fund Manager

Futurefi Capital Management
Sep 2023 - Jun 2024

Sales Executive

Adp

Roseland, New Jersey, US

FY’23 ADP Presidents ClubFY’22 ADP Presidents Club

Jul 2021 - Sep 2023

Senior Retirement Services District Manager

Adp

Roseland, New Jersey, US

Retirement planning consultant maximizing tax saving strategies and retirement solutions for small business owners.***FY’21 ADP Presidents ClubFY’19 ADP Board of DirectorsFY’19 ADP Presidents ClubFY’18 ADP Presidents ClubFY’17 ADP Presidents ClubFY’17 Retirement Services Commitment to ExcellenceFY’17 Superstars QualifierFY’16 ADP Presidents ClubFY’16.

Jul 2015 - Jun 2021

Managing Partner

Crescent Capital Group, Llc

Boutique investment firm that used DCF and financial tools to track and analyze future market earnings. Outperformed the S&P 500 and DOW over a years end.

Aug 2012 - May 2014

President

North American Environmental Group, Inc.

Property maintenance and environmental services company based out of the Delaware Valley. Provided high quality and detailed services for corporate centers, shopping centers, apartment complexes, HOA'S, restaurants, and estate homes.

May 2011 - Sep 2012
2 education records

Sean Gunning education

Bachelor Of Science (B.S.), Finance, Real Estate Concentration

Penn State University

Business And Engineering

Perkiomen Valley High School
FAQ

Frequently asked questions about Sean Gunning

Quick answers generated from the profile data available on this page.

What company does Sean Gunning work for?

Sean Gunning works for JAG Legacy & Insurance Solutions.

What is Sean Gunning's role at JAG Legacy & Insurance Solutions?

Sean Gunning is listed as Vice President | Tax and Financial Strategist at JAG Legacy & Insurance Solutions.

What is Sean Gunning's email address?

AeroLeads has found 1 work email signal at @jaglegacy.com for Sean Gunning at JAG Legacy & Insurance Solutions.

What is Sean Gunning's phone number?

AeroLeads has found 4 phone signal(s) with area code 215, 305, 610, 800 for Sean Gunning at JAG Legacy & Insurance Solutions.

Where is Sean Gunning based?

Sean Gunning is based in Greater Philadelphia, United States, United States while working with JAG Legacy & Insurance Solutions.

What companies has Sean Gunning worked for?

Sean Gunning has worked for Jag Legacy & Insurance Solutions, The Quantus Group, Llc, Futurefi Capital Management, Adp, and Crescent Capital Group, Llc.

How can I contact Sean Gunning?

You can use AeroLeads to view verified contact signals for Sean Gunning at JAG Legacy & Insurance Solutions, including work email, phone, and LinkedIn data when available.

What schools did Sean Gunning attend?

Sean Gunning holds Bachelor Of Science (B.S.), Finance, Real Estate Concentration from Penn State University.

What skills is Sean Gunning known for?

Sean Gunning is listed with skills including Public Speaking, Negotiation, Microsoft Office, Customer Service, Microsoft Excel, Powerpoint, Teamwork, and Leadership.

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