Sean founded Unlock Investments as a tribute to his journey of unlocking his full Financial potential and to those who helped him to develop both the competence and temperament of an outstanding portfolio manager.

He now offers his proven skills, unique strategy, and personable / professional guidance to help others unlock the full potential of their portfolios.

Sean graduated from the University of California, Davis, with a B.S. in Managerial Economics.

Sean’s professional experience includes several years of wealth management, trading, and software engineering at such companies as Wells Fargo Advisors and Moody’s Analytics.

In his free time, Sean enjoys playing chess, boxing, and calisthenics.

Sean is certified in Blockchain and Digital Assets by the DACFP (Digital Asset Council for Financial Professionals). He is the Bay Area’s Bitcoin Advisor!

Sean holds his FINRA Series 65, CRD #6397114.