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Sean Burr

Sean Burr

President & Senior Wealth Advisor

Sean joined the financial services industry 2005 because he believes in the power of financial planning to build a stronger, happier future. The best part of his job is working with his clients to define their vision of the future and putting the pieces together to help them achieve it. Sean also enjoys the intellectual challenge of developing investment strategies and understanding how events affect markets. He holds a FINRA Series 7, Series 66, and with J.W. Cole Financial, Inc. (member FINRA/SIPC), has a Life, Health, and Disability License through the California Department of Insurance (License #0F10886).

Sean grew up in Newport Beach to parents who showed him the value of hard work, education, and persistence. Playing youth sports taught him to set and pursue goals in a competitive environment and that attitude has helped him become successful as a financial advisor. Sean studied business and economics and earned his degree from Chapman University then decided to pursue a career as an independent financial advisor. Sean has received his certificate of completion from UCLA in Personal Financial Planning and continuously attends education seminars to keep up-to-date with all new industry developments.

Sean and his wife live in Oak Park with their two very active boys. Family is the most important part of his life and he spends most of his free time with them. Sean is also involved in multiple charitable causes and gives his time to make his community a better place. When he can, Sean enjoys golf, good food, and travel.