Blog posts by Sean Casullo, MBA, CFP®, CIMA®, AIF®

The financial world is complex and ever-changing. At Sanderson, we believe our role isn’t just to advise clients on what to do with their money—it’s also to empower them with the knowledge to make informed decisions that enhance their lives. We hope you find the following resources insightful and helpful.

Sean Casullo, MBA, CFP®, CIMA®, AIF®

Sean Casullo, MBA, CFP®, CIMA®, AIF®
Sean joined Sanderson Wealth Management as an internal analyst in 2011, gaining valuable experience and knowledge working with our investment team. After earning his CFP® certification, he transitioned to the role of financial adviser. Sean specializes in retirement planning and personally consults with clients to determine the best course of action to achieve their long-term financial goals. He also works on Sanderson’s compliance matters, is a member of our investment committee, and has experience collaborating with our firm’s tax department researching tax issues and preparing tax returns.
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