Sean Paz is part of the strong, knowledgeable Client Relationship Management team at Pettinelli Financial Partners (PFP). His responsibilities include supporting a unified, smooth process with advisors and clients to ensure an exemplary client experience with the firm. He interacts with clients to assist in their requests, provides advisors with comprehensive client meeting preparation and follow up activities. His focus is to provide all the assistance advisors may require to develop plans and strategies to full fill the clients’ financial objectives and that clients are comfortable and confident.
Sean’s client service background illustrates his attentiveness, quick response and attention to detail. He is also experienced in quality assurance with reviews of financial applications for any errors, audits and compliance as he worked closely with credit analysts at his previous places of employment.
A graduate of San Francisco State University, Sean received his BA degree in Business Administration with a concentration in Finance. He lives in San Francisco and is passionate about playing golf and coaching the game for friends and various groups. He follows basketball, enjoys eating out and exploring new places.