Sean Moran CFP®

Senior Wealth Manager

Sean developed an early passion for the financial markets while working on the floor of the Chicago Board of Trade throughout high school and college.  Growing up in a community where neighbors helped one another left a lasting impression on Sean. His strong interest in the markets and his dedication to helping others led him to personal financial planning. 

Sean has worked in wealth management servicing individuals and families for the last 20 years. Most recently he has worked as a wealth advisor at Charles Schwab.  Sean specializes in helping clients organize their finances and develop financial goals for the future. Whether it be saving for college, retirement or leaving a legacy, Sean has the experience and tools to help clients get there.  

Partnering with clients and getting to know them and their families is a priority for Sean.  He works best with clients that are looking for a trusted partner to ensure their family is in good hands for years to come. 

Sean is a Certified Financial Planner. He holds an MBA in Finance from DePaul University and a BA in Economics from Illinois State University.

Outside of work, Sean enjoys spending time with his wife Katie and their three young children.  He coaches his children’s baseball, softball and basketball teams.  Sean and Katie also hold various volunteer positions at St. Mary of the Woods Catholic School on the Northwest Side of Chicago. If Sean has any free time, you can find him on the golf course! 

Sean can be reached at