Sean Ryan has a well-rounded background within the investment and financial services industries. He has managed assets for high-net worth individuals and institutions; and he has served as a consultant with several top-investment advisors.
Successfully completed the General Securities Representative (Series 7) and Uniform Combined State Law (Series 66) examinations.
Certified as an Accredited Investment Fiduciary® (AIF®), which means that he is focused on his client’s best-interests, and is a subject-matter expert in adhering to the fiduciary standards of care and the application of these standards to the investment management process.
Certified as a Chartered Retirement Planning Counselor (CRPC®) by the College for Financial Planning. He specializes in partnering with clients to create a plan, and effectively manage their finances, so that they can properly prepare to enter, and thrive, during their retirement years.
Licensed by the Commonwealth of Pennsylvania as an agent for life insurance, accident & health insurance and annuities.
Graduate of The Catholic University of America with a Bachelor of Science degree with a major in Finance. He is originally from the Philadelphia-area and attended Archbishop Carroll High School, where he has since held positions on their Advisory Board.