Sean Hegarty, CFP, SE-AWMA
Vice President, Financial Advisor, Portfolio Manager
Sean Hegarty
, CFP, SE-AWMA
ean has been helping clients develop financial plans and manage customized investment portfolios since 2013. Providing personalized advice and building portfolios tailored specifically to the client's goals, objectives, and risk tolerance are at the core of his practice. He has worked closely with Warren “Doc” Darilek since entering the industry, and the two believe that if you work hard, with integrity, and truly care then it fosters the best environment for their clients and practice.
Sean is a CERTIFIED FINANCIAL PLANNER TM and holds a Certified Public Accounting license in the state of Texas, though he no longer practices public accounting. He graduated from the University of Texas in Austin with honors and attained both a Master in Professional Accounting and a Bachelor in Business Administration. Upon graduation, he worked for two years with PwC in New York City on their Financial Due Diligence team advising Fortune 500 companies on mergers and acquisitions transactions.
When he is not in the office, he enjoys traveling and spending time with his wife, Nathalie, who he met in college at UT. He is active in the local Austin road cycling community, and enjoys training for long distance cycling events throughout the year.
Vice President, Financial Advisor, Portfolio Manager