Sean Whalen

CFP®, MSF
DIRECTOR OF BUSINESS DEVELOPMENT, FINANCIAL CONSULTANT

ext. 135 | sdw@assetstrategy.com

Sean Whalen, CFP®, MSF is the Director of Business Development and a Wealth Manager at Asset Strategy. He has 20+ years of experience in investment management, risk management, budgeting, financial planning, and capital gain strategies. He formerly worked at Morgan Stanley and Santander Investment Services. He holds a Master in Finance degree from Brandeis University Contact us to learn more about our team.

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Advisory services offered through Asset Strategy Advisors, LLC. (ASA), Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC, Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

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