Sean Lore

Sean has been helping individuals and business owners address their financial concerns since 1996. Having experienced numerous different market environments over the years, Sean has developed a consistent approach that balances risk management with the growth needs of his clients. Some of Sean’s core competence areas are engaging employees in retirement programs, holistic financial planning, and strategies to simplify retirement planning. Whether you are looking to grow or protect your wealth, plan for a better retirement, or enhance benefits for your employees, Sean's expertise can provide strategies to help you achieve these goals.  

He has active securities licenses that include series 6, 7, 63, and 65 held through Equity Services, Inc., Inc. and offers securities in DE, NJ, PA & TX. He also holds licenses in Property Casualty Insurance as well as Life, Accident, Annuities, and Health Insurance. He has also attained his Accredited Investment Fiduciary (AIF®) as conferred by The Center for Fiduciary Excellence. 

A lifelong resident of New Jersey, Sean lives in Marlton New Jersey with his wife of 25 years and his 3 daughters.