Managing Partner / Financial & Tax Adviser
Meet Sean P. Storck
CERTIFIED FINANCIAL PLANNER™ professional providing comprehensive investment management, financial planning, and tax preparation services.
Key Credentials
CERTIFIED FINANCIAL PLANNER™, CFP®
Accredited Investment Fiduciary®, AIF®
Personal
Family Man
Fulfilled a bucket list item and stood in the path of totality for the 2017 Solar Eclipse
Professional Designations
CERTIFIED FINANCIAL PLANNER™, CFP®
Enrolled Agent, EA
Accredited Investment Fiduciary®, AIF®
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Professional Background
Sean is a Partner at Reason Financial and Reason Tax Group, where he provides comprehensive investment management, financial planning, and tax preparation services to individuals, families, and businesses.
As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Sean takes a holistic approach to helping clients achieve their financial goals by integrating investment strategies, tax planning, and long-term financial guidance. He is committed to building lasting client relationships and delivering personalized solutions tailored to each client’s unique circumstances.
Sean earned a Bachelor of Arts in Economics from University of California San Diego. Prior to becoming a partner at Reason Financial, he worked as an independent financial and tax professional, gaining valuable experience advising clients on a wide range of financial and tax matters.
Sean is recognized for his thoughtful approach, technical expertise, and dedication to helping clients make informed financial decisions with confidence.
Education Highlights:
- • Bachelor of Arts in Economics
"Climb the mountains and get their good tidings."
Life Beyond Work
Married for 15 years to Susan, not that he is counting
Fulfilled a bucket list item and stood in the path of totality for the 2017 Solar Eclipse
Successfully drove around the United States in a minivan with four small children