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 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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What’s Your Passion? How Collecting Shapes Identity, Legacy, and Investment Strategy

Collecting is often born from love. But for many high-net-worth individuals, it needs to be thought of with as much care and planning as any other …

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The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?

Your investments might look and feel like they’re diversified. But what happens when you look under the hood?

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