Sean Buxton
Senior Wealth Advisor
Sean serves as our Senior Wealth Advisor. He is primarily responsible for developing and servicing Legacy relationships with individual planning clients and privately held businesses. Opportunities led him early in his career to a boutique firm founded to address the unique issues that accompany the accumulation of significant wealth within a family or business.
Sean is especially adept at working with business owners to accomplish their financial goals and objectives using the unique tax laws associated with owning a business. His expertise in creating qualified and non-qualified plans for small business owners is a great asset for Legacy. Sean is a planner first and foremost and values the planning process above all else. He takes a tremendous amount of pride and satisfaction in empowering clients with their own unique plan and assisting them, with the rest of the Legacy team, in implementing and monitoring its progress.
- Born – California
- Moved to California – Native
- Favorite Food – Ribeye Steak
- Favorite Sports Team – San Francisco Giants
- Activities & Interests – Cooking, golf, mountain biking, and snowboarding
- Something you may not know about Sean – Sean is like a mountain goat, if a goat could snowboard and hold a rope
Professional Distinctions:
- B.A. Economics – University of Arizona
- Life and Health Insurance License – California Department of Insurance #0E23452
- CFP® – Certified Financial Planner Board of Standards
- Series 7 – General Securities Representative
Email: sean@legacycapitalgroup.com