Sean Murray

Financial Advisor

CFP®, CFS®

Sean Murray is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Fund Specialist® (CFS®). With more than 26 years of financial sector experience, he holds a Bachelor of Science degree in Law and Society from the University of California, Santa Barbara. A triathlete and competitive cyclist, Sean lives in Sacramento, California.

Latest Insights


From Severance to Strategy: Wealth Moves for Executives After a Layoff

When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …

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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk

Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …

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The Legacy Plan Disruptor No One Talks About: Long-Term Care

You planned for everything. Except this. Discover what long-term care can do to even the best-designed estate.

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