As a partner and Wealth Planner at Alpine Financial Solutions, Shaun Seales’ role is to partner with our clients on their financial journey to and through retirement! The most exciting part of the partnership with clients for Shaun is really learning about his clients, their families, and their goals; culminating in constructing a plan to help achieve those goals. This involves taking the pieces of the puzzle and rearranging them to connect clients with their complete financial picture.
Shaun graduated with a Bachelor’s Degree in Finance and Business Law from Fordham University in NY, where he was the Captain of his Division 1 Rams baseball team.
Formerly a financial wholesaler, Shaun spent two decades consulting with advisors on planning product solutions, essentially working as a “advisor to advisors”. It was during this time he noticed many of the firms he visited lacked the ability to effectively aid clients in all the areas they needed – investments, taxes, and estates. After much consideration and conversations with now partner, Rich Liberante, he created Alpine Financial Solutions, a division of Watermark Wealth Strategies.
Those who know Shaun can speak to his competitive spirit as he was a long-time baseball player and now continues that competitive spirit as an avid golfer, tennis player, pool player, and anything outdoors! Shaun also enjoys time in the mountains and neighborhood events in Lone Tree with his wife Jessica and daughters McKenzie and Emma.