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 Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

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‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth

Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …

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8 Wealth Preservation Strategies for High-Net-Worth Investors

In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …

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