Sean Cartin

CFP®

Senior Vice President, Partner

EP Wealth Advisors

San Diego, CA

Torrance, CA

Anywhere / Virtual Meetings

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

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Things to Know

Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.
Taking new clients with a $500,000 investment minimum.
WATCH NOW - Weekly Stock Market Update with Adam Phillips, EP Wealth Advisors' Managing Director of Portfolio Strategy.

Get to Know Sean Cartin

Sean Cartin, Vice President, attended Georgetown University where he earned a B.S. in Business Administration with a concentration in finance. While at Georgetown, he was a four-year member of the nationally ranked Men’s Lacrosse team. Sean joined EP Wealth Advisors to drive the expansion of the firm’s presence in the San Diego area. He specializes in helping affluent families and individuals, businesses and non-profit organizations address critical planning issues and make investment decisions based upon their goals. Prior to becoming part of the EP team, Sean was a private client advisor with Bernstein Global Wealth Management. Sean has resided in San Diego since 2001.

I Can Help You With:

Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Divorce Financial Planning
Investment Management
Charitable Giving
Business Planning

Ideal Clients:

High Net Worth Families and Individuals
Retirees and Near Retirees
Business Owners and Executives
Widows or Divorced Women
Professional Athletes and Entertainers
Sudden Money Situations

FAQ with Sean Cartin

Is EP Wealth a fiduciary?
What does it mean to have a dedicated wealth team?
Do you offer an initial consultation to see if we may be a fit?
How does EP Wealth charge for its services?

As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.

Is EP Wealth a fiduciary?
As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.
What does it mean to have a dedicated wealth team?
Do you offer an initial consultation to see if we may be a fit?
How does EP Wealth charge for its services?

Fee-Only and Fiduciary - Without Exception

Watch Our Video: Fee-Only, Fiduciary, Independent

Fee-Only and Fiduciary: Two Non-Negotiables When Hiring a Financial Advisor

Fee-Only, Fee-Based, and Commission-Based Financial Advisors - What's the Difference?

Sean Cartin's Designations and Affiliations

Media Mentions and Industry Involvement

Office Locations

5151 Shoreham Place, Suite 270 - San Diego, CA 92122
21515 Hawthorne Blvd, Suite 1200 - Torrance, CA 90503

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