Retirement Planning and Asset Allocation
Sean C. Erickson, CFP® is a Senior Wealth Advisor at The Colony Group where he works closely with clients to ensure portfolio allocations match their objectives and customizes financial plans to meet their short- and long-term goals.
Sean served as the Relationship Manager and Financial Planning Specialist and Principal at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. He began his career in Chicago at Accenture and later moved on to become a Performance Analyst at investment consulting firms in Chicago and Los Angeles.
He earned his Bachelor of Business Administration in Finance from University of Notre Dame, and holds the CERTIFIED FINANCIAL PLANNER™ designation and the Series 65 license.
Outside of the office, Sean is a member of the Greater Boca Raton Estate Planning Council. He currently lives in Delray Beach and enjoys spending time with his wife and three children.