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. Since joining Freestone in 2019, Sean has worked alongside high-net-worth individuals and families to provide comprehensive advice on all financial matters. 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 married 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, and spending time with his wife, Hayley and Australian Shepherd, Bo.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.