Cfp® Sean Cartin

Sean Cartin worked as a Vice President at EP Wealth Advisors from March 2013 to the present. At EP Wealth Advisors, they specialized in financial planning, wealth advisory, and investment management for affluent individuals, businesses, and non-profit organizations. Prior to that, from 2010 to 2013, they worked as a Vice President at Bernstein Global Wealth Management, where they advised wealthy individuals, families, charities, and endowments on investment strategies and other financial matters. From 2009 to 2010, Sean was a Territory Manager at LifeCell Corporation, responsible for launching a new product application and providing assistance in surgical techniques. From 2005 to 2009, they worked as an Account Executive at Quest Diagnostics, where they targeted and secured new clinical business. And from 2003 to 2005, Sean served as a Financial Analyst at TaylorMade-adidas Golf, providing analytical and reporting support.

Sean Cartin, CFP®, holds a B.S. in Business Administration with a focus on Finance from Georgetown University. Sean also holds a Certificate in Personal Financial Planning from the UCLA Extension. In addition to their academic background, Sean has obtained several certifications, including Certified Financial Planner (CFP) from the CFP Board, Life, Accident, and Health insurance from the California Department of Insurance, Series 66 certification from FINRA, and Series 7 certification from FINRA.