(303) 771-2700
Fax: (303) 771-2701
Sean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through PCIA’s committed team approach, he and his PCIA Denver office strive to provide opportunities and solutions that are not always the easiest to find.
Sean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation.
Born and raised in Colorado, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005.
Sean and his wife, Carina, are parents to two wonderful teenagers, Cael and Nell, as well as their Saint Bernard, Jimmy Dugan. Cael is an avid baseball player, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events, Sean enjoys training for marathon and ultra marathon races, fly fishing in the beautiful waters of Colorado, and playing golf with friends and co-workers.
The CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.”
In order to get designated as an Accredited Investment Fiduciary (AIF®), the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”).
Your PCIA Denver Team
The financial advisors at PCIA Denver each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.
Let’s take the next steps together
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What we can do for you
By having a financial plan in place that matches your goals, your family make-up, your stage of life, your retirement desires, and your appetite for (or aversion to) market risk, you can feel more confident, have more peace of mind, and increase your savings. These are just some of the services we offer as part of your customized financial plan. We also offer services to businesses, such as 401(k) plan management.
7800 E Union Ave., Suite 940, Denver, CO 80237 • Toll Free: 1 (800)-493-6226
Local: (303) 771-2700 • Fax: (303) 771-2701
Our Services
- Wealth Management
- Financial Consulting
- Financial Planning
- Retirement Planning
- Tax Loss Harvesting
- Helping to Reduce Taxable Income
- Managing Investments
- Estate Planning & Trusts
- Helping to Reduce Capital Gains Tax
- Access to Private Investments
- Business Services
- 401(k) Plan Management
When is the last time you updated your plan?
Whether you need help putting together your first financial plan, want a second opinion on your current plan, want to explore alternative investments in your portfolio, are getting ready to retire in the next few years, or just have more questions for us, please send us a message!
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Certain services may be provided by PCIA affiliates.
PCIA and its advisors provide general information, not individually targeted personalized advice, and is not liable for the usage of the information provided. Exposure to ideas and financial vehicles should not be considered investment advice or a recommendation to buy or sell any of these financial vehicles. This information should also not be considered tax or legal advice. Individuals should consult with a professional specializing in the fields of tax, legal, and accounting regarding the applicability of this information for their situation. Past performance is not a guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.
