Experience Is An Asset

There is no substitute for experience. Our associates bring together a vast amount of it, attained from a wide variety of sources. From tax attorneys to MBAs and securities analysts, each and every skill set we possess is utilized for the benefit of our clients. Integration isn't just what we preach, it's what we practice.

Sean-Casullo

Sean M. Casullo

MBA, CFP®

Sean M. Casullo is a graduate of the University at Buffalo and received his Bachelor of Business Administration degree in 2008. Sean went on to receive his Master of Business Administration in 2011. He joined Sanderson Wealth Management upon graduation and in 2017 earned his CFP® certification. As a financial advisor with the firm, Sean is transitioning from an internal analyst to a client-facing advisor.

Sean specializes in retirement planning, works with Sanderson’s Chief Compliance Officer on compliance matters, and is a member of the investment committee. For several years, he assisted members of the firm’s tax department researching tax issues and preparing tax returns.

He enjoys volunteering and is particularly enthusiastic about his position with the Make-A-Wish Foundation of America. Since 2015, he has been working to help grant wishes to children who have been diagnosed with life-threatening medical conditions. Sean has worked in the finance industry since 2008 and was previously employed by Bank of America.