Sean Gunning

Sean Gunning Email and Phone Number

Vice President | Tax and Financial Strategist @ JAG Legacy & Insurance Solutions
Greater Philadelphia
Sean Gunning's Location
Greater Philadelphia, United States, United States
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.

Sean Gunning's Current Company Details
JAG Legacy & Insurance Solutions

Jag Legacy & Insurance Solutions

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Vice President | Tax and Financial Strategist
Greater Philadelphia
Website:
jaglegacy.com
Employees:
2
Sean Gunning Work Experience Details
  • Jag Legacy & Insurance Solutions
    Jag Legacy & Insurance Solutions
    Greater Philadelphia
  • The Quantus Group, Llc
    Vice President
    The Quantus Group, Llc Sep 2023 - Present
    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 our client's risk appetite, with the objective to safeguard from losses, especially from taxation complexities.Holistic Financial Planning: Use our proprietary 'Wealth Allocation Framework' to guide clients in creating a resilient and aspirational wealth structure.Risk Management: Devise forward-thinking strategies to mitigate taxation risks, maximizing wealth protection.Specialty Lending: Offer unique lending solutions tailored for our diverse clientele, from business owners to athletes.The Approach is rooted in the power of the tax code, trust structures, and alternative investments, we empower clients to retain a larger share of their earnings.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.
  • Futurefi Capital Management
    Fund Manager
    Futurefi Capital Management Sep 2023 - Jun 2024
  • Adp
    Sales Executive
    Adp Jul 2021 - Sep 2023
    Roseland, New Jersey, Us
    FY’23 ADP Presidents ClubFY’22 ADP Presidents Club
  • Adp
    Senior Retirement Services District Manager
    Adp Jul 2015 - Jun 2021
    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 Retirement Services Rookie of the Year
  • Crescent Capital Group, Llc
    Managing Partner
    Crescent Capital Group, Llc Aug 2012 - May 2014
    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.
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual May 2013 - Apr 2014
    Milwaukee, Wi, Us
  • North American Environmental Group, Inc.
    President
    North American Environmental Group, Inc. May 2011 - Sep 2012
    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 Skills

Public Speaking Negotiation Microsoft Office Customer Service Microsoft Excel Powerpoint Teamwork Leadership Strategic Planning Microsoft Word Sales Entrepreneurship Management Team Building Outlook Social Media Cold Calling Budgets English Marketing Finance Social Networking Direct Sales Direct Marketing Retirement Research Contract Negotiation Social Media Marketing Time Management Project Management Recruiting Teaching Html Event Planning Data Analysis Strategy Windows Photoshop Facebook Event Management Insurance Wealth Accumulation Team Leadership Analysis Financial Analysis Marketing Strategy Access Fundraising Financial Modeling Market Research

Sean Gunning Education Details

  • Penn State University
    Penn State University
    Real Estate Concentration
  • Perkiomen Valley High School
    Perkiomen Valley High School
    Business And Engineering

Frequently Asked Questions about Sean Gunning

What company does Sean Gunning work for?

Sean Gunning works for Jag Legacy & Insurance Solutions

What is Sean Gunning's role at the current company?

Sean Gunning's current role is Vice President | Tax and Financial Strategist.

What is Sean Gunning's email address?

Sean Gunning's email address is sp****@****ail.com

What is Sean Gunning's direct phone number?

Sean Gunning's direct phone number is +121527*****

What schools did Sean Gunning attend?

Sean Gunning attended Penn State University, Perkiomen Valley High School.

What are some of Sean Gunning's interests?

Sean Gunning has interest in Social Services, Economic Empowerment, Politics, Education, Environment, Science And Technology, Disaster And Humanitarian Relief, Health.

What skills is Sean Gunning known for?

Sean Gunning has skills like Public Speaking, Negotiation, Microsoft Office, Customer Service, Microsoft Excel, Powerpoint, Teamwork, Leadership, Strategic Planning, Microsoft Word, Sales, Entrepreneurship.

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