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Sean C
Series 65
San Diego, CA
Savy Wealth Advisors, Inc
Sean Chung is a financial advisor at Savy Wealth Advisors, Inc with four years of industry experience. He holds the Series 65 designation and previously worked five years at TruFinancial Registered Investment Advisory Services, Inc. In addition to his advisory role, he is an independent property and casualty insurance agent. Savy Wealth Advisors provides individualized investment management to individuals, high-net-worth clients, and businesses. The firm employs a Modern Portfolio Theory-based approach with passive allocations alongside fundamental and technical analysis, managing accounts on a discretionary or non-discretionary basis.
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