Managing Partner / Financial and Tax Advisor
Meet Sean P. Storck
Sean is a CFP® professional, Accredited Investment Fiduciary®, and Enrolled Agent providing investment management, financial planning, and tax preparation services. He earned a Bachelor of Arts in Economics from UC San Diego and worked as an independent financial and tax professional before becoming Managing Partner. He’s married to Susan and once drove around the United States in a minivan with four small children.
Key Credentials
CERTIFIED FINANCIAL PLANNER®, CFP®
Accredited Investment Fiduciary®, AIF®
Personal
Family Man
Husband to Susan, dad of four
Professional Designations
CERTIFIED FINANCIAL PLANNER®, CFP®
Enrolled Agent, EA
Accredited Investment Fiduciary®, AIF®
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FINRA's BrokerCheck
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 the 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
Successfully drove around the United States in a minivan with four small children
Fulfilled a bucket list item and stood in the path of totality for the 2017 Solar Eclipse