Sean Wintz

Sean Wintz has a diverse background in the financial industry. Sean started their career in 2000 as an Investment Consultant at UBS, where they worked until 2003. Sean then joined Fidelity Investments as a Financial Planning Consultant, holding that role until 2007. In 2007, they started working at Edelman Financial Engines as the Director of Financial Planning. Overall, Sean Wintz has extensive experience in financial planning and investment consultation.

Sean Wintz has a Certificate in Investment Management Analysts from The Wharton School, which they obtained in 2018. Sean also has a Certificate of Financial Planning from Georgetown University, earned in 2006. In addition, they studied Economics at the University of Maryland, Far Eastern Campus, Atsugi Japan from 1989 to 1991. Sean Wintz obtained a certification as a Certified Investment Management Analyst (CIMA) from the Investments & Wealth Institute in 2019.