Sean Smith, Financial Advisor located in Dana Point, CA

Financial Advisor
Sean Smith

AAMS®
32834 Pacific Coast Highway, # 107, Dana Point, CA 92629opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • New Investors

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Basketball
  • Coaching Sports
  • Golfing
  • Surfing

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(949) 487-0760

Fax

(866) 462-8627

Office Address

32834 Pacific Coast Highway
# 107
Dana Point, CA 92629opens in a new window

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