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.
SEAN ADVISES CLIENTS ON:
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.