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Sean B

CFP®, Series 66

Scottsdale, AZ

Babin Wealth Management

Sean Babin is a CFP®-designated financial advisor with 10 years of industry experience. He is the principal of Babin Wealth Management, an independent firm he founded in 2024 after previously working at Edward Jones, Matson Money Inc, Charles Schwab, and American Wealth Management. From 2016 to 2020, he was also involved with Gwin Wine and Beer LLC. Babin Wealth Management is a fee-only advisory firm serving individuals and businesses with investment management and financial planning. The firm employs asset allocation and Modern Portfolio Theory, combining passive and active strategies to tailor portfolios according to clients’ goals and risk tolerance.

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Executive Mid-Career Professionals
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