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


The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy

Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …

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Leaving the Workforce Early? 3 Things to Get Right Before You Go

For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …

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The Estate Planning Opportunity Hiding in Plain Sight

Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …

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