SEAN MAHER, CLU, CFP®
CEO and Principal
consults with high net worth business owners and entrepreneurs on business succession, estate planning and charitable planning.
articles have been published in the leading financial press, including Trust and Estates, The Journal of Financial Planning, and National Underwriter.
Sean has also served as a speaker for the Pennsylvania Bar Institute and The Planned Giving Council of Philadelphia.
Sean received a B.S. in Finance from Cornell University.
He holds the Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP®) designations and Series 6, 22, and 63 securities licenses and is a member of the Association of Advanced Life Underwriting (AALU).
is the proud father of three children with his
In addition to volunteering as coach for his children's sports teams, Sean has served the Charlestown Playhouse, Inc. as Chairman and Board Member, and the Association for the Colonial Theatre as part of the fund-raising task force.