Sean Gunning Email & Phone Number
@jaglegacy.com
4 phones found area 215, 305, 610, and 800
LinkedIn matched
Who is Sean Gunning? Overview
A concise factual answer block for searchers comparing this professional profile.
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.
Email format at JAG Legacy & Insurance Solutions
This section adds company-level context without repeating Sean Gunning's masked contact details.
AeroLeads found 1 current-domain work email signal for Sean Gunning. Compare company email patterns before reaching out.
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.
Sean Gunning's current company
Company context helps verify the profile and gives searchers a useful next step.
Sean Gunning work experience
A career timeline built from the work history available for this profile.
Vice President
CurrentAt 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.
Fund Manager
Senior Retirement Services District Manager
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.
Managing Partner
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.
Financial Representative
President
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.
Sean Gunning education
Bachelor Of Science (B.S.), Finance, Real Estate Concentration
Business And Engineering
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.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial