Sean Paz is a valuable member of the Planning Team at Pettinelli Financial Partners (PFP). He started his journey with PFP as a Client Service Associate, where he supported a unified and smooth process with advisors and clients to ensure an exemplary client experience with the firm. He interacted with clients to assist in their requests, provided advisors with comprehensive client meeting preparation and follow up activities, and focused on providing all the assistance advisors may require to develop plans and strategies to fulfill clients’ financial objectives.
In January 2023, Sean transitioned to his current role as a Paraplanner on the Planning Team. In this role, he provides technical support to Lead and/or Associate Advisors in data gathering, case design, plan development, review preparation, insurance illustrations, research, reporting, and presentation development. He is responsible for initiating and fielding client calls on various planning items, conducting research as needed, and working with clients' other advisors to obtain all necessary data for financial planning analyses. Sean prepares retirement forecasts, cash flow analysis, education forecasts, insurance audits, estate flows, etc. for the review of the Lead Advisor and identifies areas of opportunity for clients based on financial planning analyses. He also creates drafts of financial plans and liaises with clients' attorneys and accountants as needed.
Sean's client service background illustrates his attentiveness, quick response, and attention to detail, making him an excellent fit for his current position. He received his BA degree in Business Administration with a concentration in Finance from San Francisco State University. Sean lives in San Francisco and is passionate about playing golf and coaching the game for friends and various groups. He also follows basketball, enjoys eating out, and exploring new places.