Sean Wilson
Client Service Associate
Sean Wilson is a Client Service Associate at Secure Planning Group. He focuses on developing educational resources for young professionals, emphasizing the importance of early financial planning and retirement savings. Sean adheres to the core values of creative and collaborative accountability, which helps him support our advisors when they are building tailored and innovative financial plans for individuals of all wealth backgrounds.
Sean obtained his series 65 license from FINRA in 2021 and holds it through Wealthcare Advisory Partners LLC. He has a Bachelor of Business Administration with a specialization in Financial Planning from the Fox School of Business at Temple University.
Outside the office, he enjoys spending quality time with his wife, daughter Sutton, and dog in Hatboro, PA, as well as a day on the golf course.