A complete list of active advisors currently associated with Joseph M. Sebo, CFP Inc.
Warmer can help you find a great advisor at Joseph M. Sebo, CFP Inc. or one who fits your needs even better.
The firm provides asset and portfolio management services primarily for high‑net‑worth individuals and a range of institutional clients, including corporate pension and profit‑sharing plans, foundations, endowments and municipalities. It also offers project‑based work such as fixed‑fee portfolio reviews and can manage discretionary accounts and subaccounts in variable annuities. The firm’s investment process combines fundamental and technical analysis, uses paid research subscriptions and daily monitoring, and implements rebalancing on a scheduled basis. In volatile markets it may employ hedging tools — covered calls, inverse ETFs, stop‑loss orders — or increase cash exposure, and it limits crypto exposure to Bitcoin, Ethereum and XRP ETFs only. Compared with many solo independent advisers, the firm’s explicit focus on institutional mandates while managing about $1.97 million in discretionary assets for a very small client base is atypical. The brochure also discloses that the firm refers clients to third‑party managers/platforms and receives a portion of those advisory fees as a solicitor, a potential conflict of interest it identifies.
To learn more about the advisors currently working at Joseph M. Sebo, CFP Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oceanside, CA
| 52
|
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