Sean Mahoney first became interested in the career of financial advising while in college. After graduating, he worked briefly for a bank, an experience he hoped would be his entrée into financial advising. During his tenure there, he earned his insurance license, and passed his FINRA Series 6 exam. He grew frustrated, however, at the need to promote the bank’s own insurance and other financial products, which he saw as an ethical dilemma.
In 2011, Mahoney began working at Darnall Sikes Wealth Partners, and quickly recognized he had found the role — and organization — he had been looking for. “To me, it’s very meaningful that I’m looking out for my clients’ best interests, as opposed to a company’s, which is what it felt like working at the bank.” He also appreciates the emphasis on beginning with a comprehensive financial plan, as opposed to jumping ahead to the investment phase. “I especially love being able to help clients who feel they may have made some unfortunate financial decisions in the past,” he notes, “by helping them to extricate themselves from bad policies or investments and move to ones that better meet their needs.”
It’s especially gratifying for me to work with clients who were previously concerned that they would not be able to save enough for retirement. I can help them see that by creating and starting to implement a plan, they’re well on the path to achieve their financial goals.
— Sean Mahoney