- CERTIFIED FINANCIAL PLANNER™, CFP®
- Accredited Investment Fiduciary
- Enrolled Agent, EA
- Bachelor of Arts in Economics
Sean is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and provides investment management, financial planning, and tax preparation services to the clients of Reason Financial and Reason Tax Group.
Sean graduated from the University of California San Diego, where he earned a Bachelor of Arts in Economics.
Check Sean on FINRA’s BrokerCheck
“Climb the mountains and get their good tidings” — John Muir
- Fulfilled a bucket list item and stood in the path of totality for the 2017 Solar Eclipse.
- Currently chest deep in raising four wonderful children, now entering the teen years.
- Successfully drove around the United States in a minivan with four small children.
- Married for 15 years to Susan, not that he is counting.
CFP®, AIF®, EA
Financial and Tax Adviser
Steve graduated from San Diego State University, where he earned a Bachelor of Science in Business Administration and a Master of Science in Financial and Tax Planning.
Jessica graduated from the University of California, San Diego with a Bachelor of Arts in International Studies and a Minor in Accounting. Jessica is an Enrolled Agent (EA) and licensed tax practitioners who may represent taxpayers before the IRS. Prior to joining the Reason Financial team, Jessica worked in Washington, D.C. at the State Department.
Wealth Management Assistant
Sharon has worked for almost two decades assisting financial and tax advisers. She will work with you to gather information, complete the necessary paperwork, make updates to your account and get answers to any questions you may have along the way.
Lisa has worked in customer service for 15 years, specifically in tax and finance for five years. She is currently working towards her Enrolled Agent designation. Lisa will work with you to collect necessary information and begin data entry.
Tanya is likely the first person to greet you whether you are in the office or calling. She prides herself on ensuring our clients get the best experience at every turn.
Octavio is near completion of his BS in finance at San Diego State University where he focuses on Corporate Finance. He is a San Diego local and the newest addition to the Reason Financial team.