Sean Tole
Sean is a financial advisor with more than 25 years of experience in investment and retirement planning. He is a graduate of Fordham University with a B.S. degree in Business Administration and Finance. Sean has previously passed the FINRA Series 7, 63 and NFA Series 3 exams, and currently holds the Series 65 license. Additionally, he holds Life and Health Insurance licenses. Sean spent the last 20 years of his career representing several of the most respected investment management firms in the U.S. and Europe. With the comprehensive investment and capital markets knowledge he has developed over his career, Sean understands the importance of proper financial planning and execution. Sean works one-on-one with clients to fully understand their unique situations to help them construct sound financial retirement plans.
