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Sean P
Series 63, Series 65
Benicia, CA
Fidelity
Sean Perez is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2021, previously serving as an Investment Consultant and a Financial Representative. In his current role, Sean focuses on assisting clients and their families by leveraging Fidelity's products and services to help them advance toward their financial goals. Sean holds a California Insurance License, supporting his ability to provide comprehensive financial advice. His professional approach centers on understanding clients' unique financial journeys and providing tailored coaching to meet their needs. Outside of his professional responsibilities, Sean engages in family activities, fitness, social events, parenthood, running, and volunteering.
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