* The ranking information and associated data on this page was collected while Sean Khaligh was an advisor at Wells Fargo Advisors. Sean Khaligh has changed firms so the Asset Summary data may no longer be accurate. Sean Khaligh, CFP(r) Since 2004, Sean has focused on helping individuals, families and business owners build, manage, protect and transition wealth. His practice is built on the four cornerstones of comprehensive wealth management: investments, liability management, risk management, and trust and estate investment planning. Sean utilizes a disciplined, client-centric approach: - Listenin... Read More * The ranking information and associated data on this page was collected while Sean Khaligh was an advisor at Wells Fargo Advisors. Sean Khaligh has changed firms so the Asset Summary data may no longer be accurate. Sean Khaligh, CFP(r) Since 2004, Sean has focused on helping individuals, families and business owners build, manage, protect and transition wealth. His practice is built on the four cornerstones of comprehensive wealth management: investments, liability management, risk management, and trust and estate investment planning. Sean utilizes a disciplined, client-centric approach: - Listening to and understanding client goals and objectives - Studying and analyzing to develop solutions and strategies - Explaining and implementing strategies in an independent, objective, unbiased and cost-effective manner - Monitoring and adjusting as personal situations and financial markets change Sean has a B.S. in Business Finance from Long Beach State University and an M.S. in Business Management from Boston University. Outside of work, Sean is a private pilot. His process for flying planes parallels his process for providing comprehensive wealth management planning. Each requires a customized, disciplined plan with thorough analysis and evaluation. As a pilot, every flight demands planning with careful attention to detail, including analyzing weather conditions, ensuring flight instruments are checked, and confirming the plane has adequate fuel and oil. Compliance with all federal aviation rules and regulations is required without exception. And having a plan of action to guide emergency scenarios is a must. Sean approaches every wealth management situation in the same way he approaches flying, by developing plans that balance the unique goals of each client. Read Less