Sean OliveriaSean Oliveria, CFA®, CFP®Vice President, Wealth Planner
About Sean
Sean Oliveira is a Vice President and Wealth Planner covering the Northeast Region for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
A CERTIFIED FINANCIAL PLANNER® professional and CFA® Charterholder, Sean provides comprehensive wealth planning for high-net-worth individuals and their families. His focus is on helping them understand how financial planning decisions affect their current cash flow needs as well as their overall tax impact. Sean also advises clients on the development and integration of estate, tax, philanthropic and financial planning strategies to help them achieve their goals. He has extensive experience with advanced wealth transfer techniques, philanthropic planning, asset protection, planning with concentrated stock positions and equity compensation complexities.
Sean joined J.P. Morgan Wealth Management in 2023. He was previously at First Republic Private Wealth Management, where, as a Director and Portfolio Consultant, he focused on portfolio construction and analysis with an emphasis on long-term goals and values. There, Sean was a member of the Sustainable and Responsible Investing (SRI) team. He began his career in wealth management as a Client Service Associate for First Republic Private Bank, focused on serving ultra-high-net-worth clients with their financial transactions.
Sean earned a B.S. in Business Administration from Hodges University. He is a member of the CFP Board, CFA Institute, CFA Society Boston and the Boston Estate Planning Council.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read NowWhat you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read NowSoftware shock: AI’s broken logic
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January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
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