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


Why a Real Financial Advisor Matters in an AI World

AI can be a powerful tool, but when it comes to building a personalized, adaptable financial plan, there’s no substitute for the judgment, …

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The Hidden Risk of Letting Taxes Lead Your Investment Decisions

If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.

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Investing in Alternatives: A Strategic Look at What Belongs in a Modern Portfolio

Before adding gold, private equity, crypto, or real estate to your portfolio, make sure you understand where they truly add value… and where they …

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