Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Estate Planning Strategies
  • Business Retirement Plans

Awards & recognition

  • Sean E Riley, Five Star Wealth Manager, 2013, 2016

Community participation

Sean co-founded and is the past president of the Phoenix Rising FC North Valley soccer club that now serves over 200 families. Sean founded the club with the belief that competitive sports offer a foundation for young athletes to learn life skills such as leadership, team work and commitment.

Sean joined the TGen Ambassador program to support the scientists and programs making a positive difference in so many lives for patients diagnosed with cancer, neurological disorders and rare diseases. Learn more at: https://www.tgen.org.

Sean also support Barb's Animal Rescue, The Burn Foundation and our local schools.

Our photos

1 albums
close