Westlake , Texas
Sean Valadez, CFA, CFP® is a Sr. Vice President – Wealth Consultant at Charles Schwab who helps clients and their families simplify the complexities of managing wealth and design plans that underscore a life of meaning and purpose. He has extensive experience in wealth planning from his 15 year career of helping clients at all stages of life. Sean believes that every client should feel heard, cared about and informed. He acknowledges his client’s individuality, unique circumstances and understands that each client defines wealth differently. This approach helps design a plan that his clients can connect with and maintain peace of mind during all market conditions.
Sean completed his undergraduate studies at The University of Texas at San Antonio with a BBA in Finance. He is a Certified Financial Planning practitioner and a Charter Financial Analyst Charterholder.
Outside of the office, you can find Sean with his beautiful wife of 12 years, Kristina, at either their son Michael’s (9) swim meets or daughter Catalina’s (6) soccer games. He also loves to play golf, work in his garden and practice photography.
Wednesday, June 14, 2023
12:42 PM – 12:52 PM ET