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
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
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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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