Sean M. Maloon

Sean Maloon earned a bachelor's degree in Business Administration from California Polytechnic State University, San Luis Obispo, with a double concentration in Finance and Accounting and a minor in Computer Science. He went on to earn his MBA there as well.

 

Mr. Maloon works with individuals and families to create comprehensive financial plans that address retirement readiness and long-term financial goals. He also serves as the firm's investment strategist, specializing in fund selection and market analysis. With a background in finance and technology, he applies data-driven insight to complex financial decisions and helps clients approach them with confidence.

 

When he isn't working, Sean can be found on the golf course, ski slopes, or surfing the California coast.