Sean Sun
Guiding your financial wealth, Shaping your future
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Serving Clients Nationwide
Guiding your financial wealth, Shaping your future
Areas of Focus
- Cryptocurrency
- Family and Money
- Investment Management
- Money Psychology
- Retirement Planning
About Sean Sun
Sean works with young professionals who are looking to grow their asset base, as well as retirees who want to maintain their lifestyle while generating reliable income. His goal is to help clients feel confident in their financial decisions by building research-driven, tailored portfolios that align with each client’s individual goals and risk tolerance.Sean has been a registered investment advisor for over eight years. He began his career as a Senior Analyst and Portfolio Manager at The Motley Fool, where he focused on uncovering great businesses and high-growth opportunities. Later, he helped found and lead several fast-growing tech companies, experiences that deepened his appreciation for how innovation, discipline, and adaptability drive long-term success. Today, he draws on these experiences to help clients navigate both growth-oriented and income-focused strategies, applying thoughtful research and a long-term lens to every portfolio decision.
Outside of work, Sean lives in New Jersey with his wife, two kids, and their dog. He enjoys spending time with his family across all four seasons and practices and teaches Brazilian Jiu-Jitsu—sometimes with his kids as training partners.
Primary Location
Ridgewood, NJ
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We'll schedule an introductory conversation to get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Maridea Wealth Management
Maridea Wealth Management is a comprehensive financial services firm dedicated to providing clients with objective, thoughtful investment and financial guidance.We strive to deliver exceptional wealth services for exceptional families and institutions. Our goal is to provide compound returns from differentiated capital management, cultivated on a foundation of individualized customer service.
Our Services
✔️ Financial Planning
Maridea’s clients benefit from expertly crafted financial planning services designed to align their goals, tax strategy, assets, estate planning and strategies for a secure and prosperous future.
✔️ Investment Management
Maridea offers industry-leading portfolio management services, leveraging diversified strategies to maximize returns while minimizing risk for clients’ investment portfolios.
✔️ Insurance & Risk Management
Maridea offers comprehensive insurance services to safeguard and enhance clients’ financial portfolios through tailored coverage plans and risk management strategies.
✔️ Retirement & Multi-Generational Planning
Maridea provides comprehensive retirement and multi-generational planning services, ensuring clients’ financial security and legacy preservation across generations.
Education
University of Maryland, Economics, Political Science
Hobbies and Interests
- Boxing
- Family
- Skiing
- Snowboarding
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Crypto Investors
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Parents
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