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Sean Van Der Wal, CFP®, CDFA®

2000 followers

Menlo Park, California, United States

Connect with Sean Van Der Wal, CFP®, CDFA® to Send Message

Connect with Sean Van Der Wal, CFP®, CDFA® to Send Message

Timeline
About me
Personal CFO for Bay Area Families | Investment, Tax, and Wealth Transfer Planning
Education
- California State University-Chico
  -
  Bachelor of Science (BS) Business Administration, Finance
- BloomTech
  -
  Full Stack Software Engineering
  HTML, CSS, Javascript, Node.js, React.js, Redux, Express, SQL
Experience
- Morgan Stanley
  Jan 2011 - Jan 2016
  - Wealth Management Advisor
    Jan 2014 - Jan 2016
  - Associate
    Jan 2011 - Jan 2014
- Charles Schwab
  Jan 2016 - Aug 2020
  Vice President, Financial Consultant
- Drawing Capital
  Aug 2020 - May 2022
  Managing Partner
- Bordeaux Wealth Advisors
  May 2022 - Sept 2024
  - Director, Business Development
    Jan 2024 - Sept 2024
  - BDO
    May 2022 - Jan 2024
- Mariner
  Sept 2024 - now
  Senior Wealth Advisor
  As a senior wealth advisor at Mariner, I help my clients find solutions to complex wealth challenges. At Mariner, our team of advisors and associates collaborate on tax planning, estate planning, insurance, trusts and more. Because when we have access to a more collaborative approach, we believe we can find more sophisticated solutions.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.
Licenses & Certifications
- Certified Divorce Financial Analyst (CDFA)
  Institute for Divorce Financial Analysts®
- Machine Learning - Stanford University
  Coursera
  Jan 2019
  View certificate
- CERTIFIED FINANCIAL PLANNER™
  CFP Board

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