Sean Gonzalez, CFP®
Director | Client Manager | Seattle, WA
sgonzalez@freestonecapital.com
Phone
206.707.7379
206.707.7300
Fax
206.707.7399
Sean began his career analyzing risk management solutions for a Wealth Management group in Century City, CA. He now works alongside client advisor Chris Odem to provide comprehensive advice on all financial matters for individuals and families. He enjoys solving the complex problems that arise from accumulating wealth, whether he is creating and monitoring a financial plan for retirement, managing a client’s investment allocation, or optimizing a client’s portfolio with careful tax and estate planning. Sean strives to ensure every client receives tailored, holistic advice to meet their unique goals and desires.
Education
Sean earned his Bachelor of Science degree from the University of Southern California, majoring in Business Administration with an emphasis in finance. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside Freestone
As a Southern California native engaged to a PNW native, he enjoys learning and exploring all that the Pacific Northwest has to offer – for example, he physically learned a "hike" to SoCal residents is a stroll to Washington state locals. He enjoys traveling, playing guitar, paddleboarding, spending time with his Australian Shepphard, Bo, and trying out new restaurants and breweries in Seattle.