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Sean Wilhelmy, CPA/PFS, CFP®

Sean Wilhelmy, CPA/PFS, CFP®

Tax Manager & Financial Advisor

Sean joined the firm in 2016. Prior to joining the firm, Sean worked at Deloitte and Touche LLP and specialized in clients ranging from financial services to private equity and venture capital.

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EDUCATION AND DESIGNATIONS

Sean graduated from the University of California, Berkeley with a degree in Economics. Sean also received a certificate in general management from Stanford University.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Sean is a member of the AICPA and CalCPA. In addition, he holds Series 7 and Series 66 Licenses, and obtained his CERTIFIED FINANCIAL PLANNER ™ certification in 2022.

Sean has served on the Board of several local nonprofits including the Terrance Kelley Youth Foundation. In his extra time, he enjoys rugby, golf and spending time with family and friends.