Talk to sales Try for Free
Sean Dwyer, CFA, CFP®

Sean Dwyer, CFA, CFP®

Registered Client Service Assistant

Followers of Sean Dwyer, CFA, CFP®232 followers
location of Sean Dwyer, CFA, CFP®Conshohocken, Pennsylvania, United States

Connect with Sean Dwyer, CFA, CFP® to Send Message

Connect

Connect with Sean Dwyer, CFA, CFP® to Send Message

Connect

  • Timeline

  • About me

    Founder & Wealth Manager

  • Education

    • University of Pittsburgh

      1999 - 2003
      BSBA Finance/International Business

  • Experience

    • UBS Wealth Management

      Apr 2003 - Jul 2004
      Registered Client Service Assistant

      Pittsburgh branch - Baum Consulting Group

    • Vanguard

      Jul 2004 - Oct 2018

      Core Contact CenterAdmiral Client ServicesBusiness Development Group

      • Senior Financial Advisor

        Nov 2017 - Oct 2018

      • Financial Advisor

        Jul 2016 - Nov 2017

      • Retirement Advisor

        Jun 2009 - Jul 2016

      • Retirement Education Specialist

        May 2007 - Jun 2009

      • Client Relationship Associate

        Jul 2004 - May 2007

    • Sage Financial Group

      Nov 2018 - Jan 2025
      Senior Wealth Manager

    • Overture Wealth Management

      Jan 2025 - now
      Founder and Wealth Manager

  • Licenses & Certifications

    • Certified Financial Planner (CFP®) Professional

      CFP Board
      Sept 2009

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Sept 2015