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Sean S

Series 66

Lafayette Hill, PA

UBS Financial Services

Sean Sehn is a Financial Advisor at UBS Financial Services with the Series 66 designation and five years of experience at the firm. His prior work includes roles with the Cape May Beach Patrol and Sehnco Builders, as well as attendance at the University of Tampa. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and manages a diverse range of services including discretionary portfolio management and financial planning.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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