RMR Wealth Builders, Inc.
Sean Sokolowski has over 17 years of experience in the financial industry. From 2006 to 2014, they worked at AllianceBernstein as an AVP, Sr. Regional Consultant. In 2014, they joined The Roosevelt Investment Group, LLC as a Senior Wealth Advisor, where they provided comprehensive investment management and financial planning services. Currently, Sean is a Vice President, Wealth Advisor at RMR Wealth Builders, Inc., offering investment advisory services.
Sean Sokolowski attended the Alfred Lerner College of Business & Economics at the University of Delaware from 2002 to 2006. Sean completed their Bachelor of Science degree in Finance during this time.
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RMR Wealth Builders, Inc.
Financially solid outcomes depend on open communication, thoughtful planning, efficient process, and customized solutions. That's why we're here, and that's what we do. Whether you're working to provide security for your family, employees, or company, it all comes down to the same thing. A person's financial future is more than just money. It's your house, your kid's college education, family vacations, and the big stuff like your retirement and your legacy. Every bit of it matters, and at RMR Wealth Builders, we want to help you make it everything it can be for you and the people you live for, work for, and love. Since our founding in 1986, the relationships we've formed—and the results we've achieved—are still going strong through a disciplined process, creative solutions, and thoughtful advice.