EP Wealth Advisors
EP Wealth Advisors
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sean Cartin, CFP®
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Sean Cartin, Vice President, attended Georgetown University where he earned a B.S. in Business Administration with a concentration in finance. While at Georgetown, he was a four-year member of the nationally ranked Men’s Lacrosse team. Sean joined EP Wealth Advisors to drive the expansion of the firm’s presence in the San Diego area. He specializes in helping affluent families and individuals, businesses and non-profit organizations address critical planning issues and make investment decisions based upon their goals. Prior to becoming part of the EP team, Sean was a private client advisor with Bernstein Global Wealth Management. Sean has resided in San Diego since 2001.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Sean Cartin is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Sean Cartin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
EP Wealth - Awards and Recognition
Free Resources From EP Wealth Advisors
Sean Cartin is Quoted in Financial Advisor Magazine: "You Can’t Put A Price On Culture"
Sean Cartin is Quoted on TheStreet.com: "Baby Boomers Need to Boost Retirement Income"
Sean Cartin is Quoted on TheStreet.com: "Could the Dow Jump Up Another 400 Points by Year-End?"
Sean Cartin is Quoted on Money Inc.: "Four Money Lessons We’ve Learned from Game of Thrones"
EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
Contact Sean Cartin
5151 Shoreham Place
San Diego, CA 92122
18301 Von Karman Ave.
Irvine, CA 92612
21515 Hawthorne Blvd
Torrance, CA 90503