Sean Setaro

Sean Setaro

Sean Setaro is not your typical wealth advisor, as he did not grow up in the financial world. Being the son of a coal miner, he saw his parents struggle financially as the mines declined during his childhood. He learned to value not simply working hard, but also the importance of having a financial plan that prepares for the unexpected.

Sean initially worked in product development for over 20 years but was always drawn toward finance and educating others on the importance of investing. He entered the financial world with the goal of creating a new kind of client-advisor relationship; one where the advisor and the client serve as accountability partners to one another. Setting expectations and understanding his clients’ short and long-term goals are the foundation to which Sean builds a lasting connection with his clients.

Sean lives near California, Pennsylvania with his high school sweetheart Becky, now wife of over 25 years, and their two grown sons, Anthony & Vincent. Sean is adjusting to his newfound free time after years of coaching football, soccer, and wrestling. He has recently found a passion for hiking and exploring both local State and National Parks. He also has begun competing in bowling tournaments at the state and local level.

Sean believes, “Growing your portfolio is only the start of our partnership, which is where most advisors stop. Equally as important is to protect wealth, not just for my clients, but for their future generations as well.” Sean is excited to meet with you to get to know your goals and create a portfolio using a variety of traditional and alternative products beyond stocks, money markets and traditional life insurance.