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. Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
Insights
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October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
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