Sean Casullo

MBA, CFP®

Financial Advisor, Director of Compliance

 

Sean joined Sanderson Wealth Management as an internal analyst in 2011, gaining valuable experience and knowledge working with our investment team. After earning his CFP® certification, he transitioned to the role of financial advisor. Sean specializes in retirement planning and personally consults with clients to determine the best course of action to achieve their long-term financial goals. He also works on Sanderson’s compliance matters, is a member of our investment committee, and has experience collaborating with our firm’s tax department researching tax issues and preparing tax returns.

Experience and credentials.

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Senior Account Manager | Bank of America
  • MBA with concentration in Finance | State University of New York at Buffalo
  • BA in Business | State University of New York at Buffalo

Personal interests.

Since 2015, Sean has volunteered with the Make-A-Wish Foundation of American to help create memorable occasions for children who have been diagnosed with a critical illness, and at times, life-threatening. He remains actively involved with the foundation’s “Wish Team” and being a part of local fundraising events. 

 

 

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