Why Choose Mullaney
Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of the American Institute of Certified Public Accountants and an associate member of the National Association of Personal Financial Advisors. Sean has degrees in accounting, law, and taxation and a certificate in financial planning. For more on Sean’s professional background, please visit his LinkedIn profile here.
Investment Management
We partner with Betterment to offer clients a platform for their investment needs, including equity and bond funds. Clients have flexibility - self-direct your investments or have us do it.
