Edward Jones - Financial Advisor: Sean McCue

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Edward Jones - Financial Advisor: Sean McCue We all have goals and dreams, and as an Edward Jones financial advisor, I want to help you live the best life possible. Santa Cruz.

I look forward to working with you in tandem so that you can understand what's possible and know you have help along the way. Our goal is to build a trusting, long-term relationship that takes the time to understand your concerns and provide clarity on your financial options. Not everyone strives towards the same goals, so our team will take the time to listen to your individual needs. We also understand that life can present many unknowns, for better or worse, so we strive to be a support system that can help you and your family through the hard times as well as the big milestones. Before coming to Edward Jones, I was at a large bank working on commercial lending, focusing on apartment financing. With that, I understand the economic shifts that can affect everyone's finances. Having the support of a financial advisor to navigate those waters with is something that I believe everyone deserves. I am a lifelong Bay Area resident who has lived in the East Bay for over 40 years. I have two amazing children and a wonderful wife whom I met while we were attending U.C. We have three generations of fiddle players – my son, wife and Papa, who all enjoy getting together to play traditional American fiddle tunes. While I play a little guitar, you will more often find me out on the golf course or playing pickle ball at the community center courts.

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
09/24/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
09/22/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through p...
09/18/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
09/16/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfol...
09/10/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

09/03/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Content provided by Edward Jones

08/31/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4gOJ8sG

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand conte...
08/28/2026

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand content and live webinars — at no additional cost to eligible organizations.

Help employees with their personal finances

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Address

2950 Buskirk Avenue, Ste 195
Walnut Creek, CA
94597

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