Sean

Sean: Email & Phone Number

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Director of Financial Planning at Q3 Advisors|Greater Phoenix Area, United States

Position:

Director of Financial Planning at Q3 Advisors

Location:

Greater Phoenix Area, United States

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Last updated: 2026-10-17
Updated: 2026-10-17

Found email addresses for Sean:

Business emails:
s**********s@q3adv.com
Personal emails:

Found phone for Sean:

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Current work details
DepartmentFinancial Services
Availability
TimezoneMST
Best time to contact12:00 PM – 4:00 PM
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Work Experience 27 years

Director of Financial Planning at Q3 Advisors

Jul 2025 - Current

Lead Advisor at Illumination Wealth

Feb 2024 - Jul 2025

Senior Wealth Advisor at Mariner

Mar 2023 - Feb 2024

Rothologist® | Certified Financial Planner® at Q3 Advisors

Sep 2021 - Feb 2023

Founder | Principal Consultant at 3e Consulting

Dec 2019 - Feb 2023

Family Office Advisor at Dew Wealth Management

Feb 2021 - Aug 2021

Managing Director at Charles Schwab

Aug 2017 - Dec 2019

Financial Planning & Wealth Management Leader at USAA

Jun 2003 - Aug 2017

Circulation Sales & Retention Manager at Freedom Communications Inc.

Jun 2002 - Jun 2003

Sales & Retention Trainer at Discover

Mar 1999 - Jul 2001

Sean started working in 1999, then the employee has changed 8 companies and 9 jobs. On average, Sean works for one company for 2 years 10 months.

Their professional focus is Asset Allocation, Building New Business, and Business Analysis across 3 core areas.

Sean holds Certified Financial Planner, Certified Wealth Strategist, and Series 24 certifications.

Education

Bachelor of Science - BS at Arizona State University - W. P. Carey School of Business

Skills

Business Analysis, Building New Business, Asset Allocation

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