Sean Moynahan
Sean Moynahan
Wealth and Financial Advisor
- Investment Advisor
- CERTIFIED FINANCIAL PLANNER ® practitioner
- Chief Technology Officer
- Compliance Regulations
- Work experience with broad range of income levels
Specialties
More About Sean
Sean provides technical support for the operational needs of King Wealth Management Group. His technical expertise, combined with his interest in finance and wealth management, serve well to help protect firm data, to optimize work flow efficiencies, and to improve the client experience. Sean holds a B.A. in Civil Engineering from the University of Massachusetts, and has successfully passed the Series 65 Exam. Prior to joining King Wealth Management, Sean worked in construction management and transitioned to Computer and Network Engineer. Sean has been providing technical support to our firm since its inception.
Sean is a CERTIFIED FINANCIAL PLANNER ® practitioner. He lives in Greenfield Center with his wife and two daughters. He enjoys making ceramics, biking, and outdoor fun.
CFP Board owns the mark CERTIFIED FINANCIAL PLANNER ® in the U.S.