Sean Khaligh
Founder & Sr. Wealth Advisor at EQ Private Wealth Advisors | Palos Verdes Peninsula, California, United States
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Sean Khaligh is a seasoned financial professional with over sixteen years of experience in investment and wealth management, having honed his expertise at Wells Fargo Advisors. His extensive background has equipped him with a profound understanding of the intricacies of financial planning, asset allocation, and investment strategies. However, his tenure at a large firm illuminated a critical gap in personalized service and client-centric approaches that he felt were often overlooked in the corporate environment. This realization led him to establish EQ Private Wealth Advisors in 2021, an independent registered investment advisory firm dedicated to providing tailored financial solutions.
At EQ, Sean embodies the guiding principle of equanimity, fostering a calm and balanced approach to wealth management. This philosophy not only influences his interactions with clients but also shapes the firm’s culture, ensuring that every financial decision is made with clarity and purpose. Sean specializes in retirement planning, investment advisory services, and insurance planning, helping clients navigate complex financial landscapes with confidence. His expertise extends to 401(k) rollovers and fixed-income strategies, allowing him to craft comprehensive financial plans that align with each client's unique goals and risk tolerance.
Key projects at EQ include developing innovative financial models that integrate behavioral finance principles, ensuring clients remain engaged and informed throughout their investment journeys. By prioritizing transparency and education, Sean empowers his clients to make informed decisions, ultimately leading to a more secure financial future. His commitment to excellence and personalized service sets EQ Private Wealth Advisors apart in the industry, making it a trusted partner for individuals seeking to achieve their financial aspirations.
Founder & Sr. Wealth Advisor at EQ Private Wealth Advisors in September 2021 to Present
Managing Director- Investments at Wells Fargo Advisors in April 2005 to September 2021
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Retirement Planning
Specialities
Planning for retirement
Investment Strategies
Asset Allocation
Fixed Income
Insurance Planning
Investment Advisory Services
401k Rollovers
Financial Planning
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Discover more about EQ Private Wealth AdvisorsWhat is Sean Khaligh email address?
Email Sean Khaligh at [email protected]. This email is the most updated Sean Khaligh email found in 2026.
How to contact Sean Khaligh?
To contact Sean Khaligh send an email to [email protected]. (updated on October 29, 2024)
What company does Sean Khaligh work for?
Sean Khaligh works for EQ Private Wealth Advisors
What is Sean Khaligh's role at EQ Private Wealth Advisors?
Sean Khaligh is Founder & Sr. Wealth Advisor
What is Sean Khaligh's Phone Number?
Sean Khaligh's phone (213) ***-*999
What industry does Sean Khaligh work in?
Sean Khaligh works in the Financial Services industry.
Sean Khaligh Email Addresses
Sean Khaligh Phone Numbers
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