Advisor Profile

Sean Harrell

Senior Director, Wealth Management

Sean works at the intersection between empathy and data. Having a diverse background has given him a different perspective and the ability to meet clients where they are in their personal journey.

Sean begins his relationships by listening and encouraging his clients to talk through their personal goals. His mantra is “what would you like your wealth to do for you?” With a long-term plan in place, he works with clients to help them achieve their financial goals.

Before making the leap to financial planning, Sean was a professional fly-fishing guide who led both newcomers and experts around the world. During his time as a guide, he learned the power of listening and how to adapt his style to suit each client. As a financial advisor, he aligns his love of helping people achieve balance and fulfillment with his keen interest in the markets.

A native of Sonoma County, Sean has worked his full financial career in the Bay Area. He lives in Windsor, CA with his wife and three children. He has served as Windsor’s Parks and Recreation Commissioner since his appointment in 2016.

Sean also enjoys giving back to the community and is involved with non-profits in Sonoma County, particularly those with an environmental focus.


  • Bachelor of Arts, Sonoma State University