Sid Ean, Msc Email & Phone Number

Sid began is career in wealth management a year before graduating from Saint Mary’s College of California, where he paid for his college tuition trading options during a tumultuous market that was recovering from the dot-com bust. Upon graduation, he was given an opportunity with an women-owned independent wealth management firm, Ballou Plum Wealth Advisors, where he was instrumental in building their investment department and helped the firm's substantial growth in AUM through his diligence, service, and customized dynamic portfolios for high net worth individuals and their families.His greatest challenge occurred during his tenure at Ballou Plum Wealth Advisors. In the midst of the great recession, he had gotten married, enrolled in a very challenging Master’s program at University of San Francisco and were expecting their first born. With the support of his wife and family, Sid drew on his many years of training in Taekwondo, to not only balance work, life, and school, but also remain objective, calm, and disciplined during a frantic and uncertain period. Although his portfolios performed relatively well, this experience helped shape how he viewed and constructed portfolios, understanding that diversification alone is not enough and that it is not simply about how many holdings or asset classes or sectors you spread your money, but also how to mitigate risk. Sid is very passionate about investments and helping individuals, families and small businesses plan for their financial future and creating time for them to focus on the most important relationships and experiences in their lives.

Listed skills include Asset Allocation, Portfolio Management, Financial Analysis, Investment Strategies, and 15 others.

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  Regional Director

  Lifetime Financial Advisors, Inc.

  Sep 2019 - Present

  S. Sid Ean is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section aboveFor a list of states I am registered to do business, please visit www.lfa-inc.com.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness