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
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
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Beware the wash sale rule
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October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
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A historical look at Giving Season
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Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now