Sean Whalen

CFP®️, MSF
Director of Private Wealth
Partner – Senior Consultant
ext. 135 | sdw@assetstrategy.com

Sean Whalen, CFP®️, MSF is the Director of Private Wealth and Senior Consultant at Asset Strategy. He has 20+ years of experience in investment management, risk management, budgeting, financial planning, and capital gain strategies. He formerly worked at Morgan Stanley and Santander Investment Services. He holds a Master of Science in Finance degree from Brandeis University. Contact us to learn more about our team.















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