Sean is a Financial Consultant and Partner at Oak Capital Management, LLC. With the goal of helping his clients take control of their futures, he develops client's comprehensive financial plans and annual plan reviews. This includes evaluating the client's current financial position and recommending strategies for asset management, tax planning, estate planning, and risk management. Sean builds strong, lasting relationships with his clients through regular meetings where he reviews client's progress toward meeting their financial goals. He focuses on clarifying his client's financial status and educating them on retirement planning principles, portfolio strategies and current market sitations.
Whether working with individual or corporate clients, Sean works closely with his team at Oak Capital Management, LLC to make sure all of the details of his client's are carried out and implemented. By utilizing a team approach, you can be assured that someone is always available to assist you with your needs. In addition, he will periodically touch base with you to make sure his service is not only meeting your expectations, but exceeding them!
Sean graduated from the University of Maryland with both his Bachelor's degree and his Masters of Business Administration (MBA) from the Smith School of Business. He is currently an Equitable Advisors Registered Representative (Series 7 and 66 licenses).
Outside of work, Sean enjoys sports, traveling, and spending time with his wife Jessica, and their two sons, Kyle and Jake.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.
Stocks, Bonds, ETFs
Longevity Income Solutions
Future Needs Analysis
Cash Flow Analysis
Net Worth Analysis
Trust Asset Management
Retirement Needs Analysis
Social Security Strategies
Required Distribution Planning
Roth Conversion Analysis
Disability Income Insurance
Long Term Care