High quality investments,

personalized planning

and peace of mind

for the long term.

Get Access to Premium

Download all our premium resources for only $39 / year.


Already have an account? Login here

A Registered Investment Advisor

Client investments executed thru Charles Schwab, Inc.

What we do.

How we do it.

Unlike 90% of financial advisors, we are a Registered Investment Advisor and we are required to act as your fiduciary and serve your best interests. We do not receive “kick-backs” from the funds we invest in.

NO Commissions – NO hidden incentives.

Financial Planning

We document and set your goals and track progress to your long-term financial freedom. Sophisticated software enables us to track detailed cash flow and investment analysis years into the future.


Investment Management

We'll build a diversified tax efficient strategic portfolio serving you for the long term. Your money and investments will be optimized for you. Your investments are secure and custodied with Charles Schwab.


Financial Advice

We are only a phone call away. Our relationship is ongoing and we check on progress and advise on all events that touch your finances.

Stock Plans - Options - RSU's - ESPP - College Savings - Charitable Giving 401k - Insurance - Estate Planning - Trusts - Small Business Retirement Plans - 10b 5-1 planning

"One of the things my clients are most surprised with is how high total fees were that they used to be paying and the lack of personal touch."

Sean

Founder of Hathaway Financial

What makes us tick?

Quality Investments 

We are obsessed with the highest quality lowest cost investments. Remember, you don’t just pay a fee to your advisor, you pay a management fee to the mutual fund. We put you in ETF index funds that cost 10x less than industry average. 

Fixed Management Fee

We charge a flat transparent annual fee of 0.69% of your portfolio. VERY LOW. We charge NO FEE on accounts with less than $100,000. Why? Because we want to encourage investing and learning.

Real-time Financial Advice

We are always a phone call, text or email away on any question you may have. Want to invest in a start-up, refi your house, do some estate planning … just call. 

Independent and Objective

We are fee only, no commissions, no selling insurance or annuities. We a a registered RIA and your legal fiduciary. 

Latest Technologies

Your investments are secure at Charles Schwab, where the latest and greatest technology is utilized, including phone apps to see your investments real-time. 

Who we are.

Sean is a husband and father of two girls. He graduated from the University of Oregon with majors in Accounting and Spanish. He has an MBA from Berkeley, is a CPA and has over 20 years of Finance experience. Sean started his career in public accounting working at Andersen and KPMG. He then held various financial roles in accounting, financial planning, analysis and forecasting at Lam Research and Netflix. In his last 6 years at Netflix he was in charge of Global Treasury and Finance Operations. 

During his time at Netflix he managed the Cash and Investment Portfolio, chaired the 401k Committee, administered the Stock Options program and oversaw employee benefits, like healthcare and life insurance. 

“I grew up in Oregon, now live in California and have lived in Spain, Mexico and Chile, where I met my wife Lorena. We live in Almaden (South of San Jose). We take pride in supporting our kids schools, extracurricular activities and community. In addition to her full time job as a Marketing Director at Pitney Bowes, Lorena is also a Board Member of Almaden Softball league, certified Yoga instructor and the best mother and wife one could wish for.  I want to experience life to the fullest and try to never say “no” to a new adventure. I’m an avid road biker, mountain biker, runner, swimmer (yes I’ve done a lot of triathlons), traveller, huge downhill skier and snowboarder, I have a passion for motocross, and I love to play the piano and guitar. Lately I’ve picked up golf again with entire family. My favorite TV shows are Billions, Ozark, Altered Carbon, and with kids Modern Family.   Why Financial Advisor? I get to read, study and talk about the financial world all day long and best of all I know that the work I do every day is making lasting meaningful positive impact on those I work with. 

Check my latest takes on the Finance News


We’re going to get through this crisis and 12 months from now we’ll be stronger

Environmentally Conscious Investing

Contact Us

Send a note and we can meet or chat on phone for a free consultation. 


We’re going to get through this crisis and 12 months from now we’ll be stronger

Environmentally Conscious Investing

Contact Us

Send a note and we can meet or chat on phone for a free consultation. 

Contact Us

Send a note and we can meet or chat on phone for a free consultation. 

Check my latest takes on the Finance News

We’re going to get through this crisis and 12 months from now we’ll be stronger

Environmentally Conscious Investing

Subscribe to newsletter

Enter your email to receive our newsletter, so you can stay in the loop with our latest promos.

Subscribe to newsletter

Enter your email to receive our newsletter, so you can stay in the loop with our latest promos.