Wealth Advisor | Class VI Family Office, LLC
Sean works with Class VI clients to provide solutions for retirement, cash flow, education funding, tax and estate planning, as well as other goals. Sean works alongside Matt Blackburn, Dalyce Young, and Luke McCaslin to ensure that all our clients receive world class service and to take care of our clients throughout all phases of the relationship.
Prior to joining Class VI, Sean spent 2 years at FactSet Research Systems in San Francisco as a Consultant to hedge funds and large institutional asset managers.
More recently, Sean spent the last 3 years in the San Francisco area, working as a Vice President, Financial Consultant with Charles Schwab & Co. in one of their most affluent branches in Silicon Valley. In his role, he was responsible for helping high net worth clients with all aspects of wealth management. His clients ranged from business owners and tech executives, to venture capitalists and private equity investors.
Sean is a CU Boulder graduate with a dual degree in Business and Chinese. He completed the CFP® education requirement at Northwestern University’s School of Professional Studies and earned the CERTIFIED FINANCIAL PLANNER™ certificate in 2021. He and his wife, Alexandra, are both Colorado natives and are excited to be back in the Denver area.