Sean Payne, Financial Advisor located in Seal Beach, CA

Financial Advisor
Sean Payne

MBA, CFP®, ChFC®, CLU®, AAMS®
13001 Seal Beach Boulevard, Suite 225, Seal Beach, CA 90740opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • College Savings
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Triathlons
  • Volunteering

Team Members

  • Meghan McNealy
    Associate Financial Advisor
  • Dawn Mercado
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri Closed for Holiday
Sat By Appointment Only
Sun Closed

Phone

(562) 596-3722

Fax

(866) 462-3050

Office Address

13001 Seal Beach Boulevard
Suite 225
Seal Beach, CA 90740opens in a new window

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