Sean Westover graduated with a B.S. in business from the University of Utah in 1993. Sean holds the CFP®, CLU®, and ChFC® professional designations and certifications as well as the series 6, 63, and 7 registrations. Sean brings over 30 years of experience to his clients in wealth management, investment portfolio construction, risk management, retirement accumulation & distribution planning, tax strategies and legacy planning.
He and his wife Kristen live in Holladay Utah and enjoy skiing, hiking, biking, and the beautiful outdoor recreation Utah has to offer. They have four children.
Sean’s greatest professional successes can be measured by the impact he has had and continues to have on his clients’ lives and financial affairs.