About
Sean has worked in the financial services industry since 1987 when he became a licensed stockbroker. In 1989, he became a financial planner at IDS Financial Services, and later at Key Investments, before becoming an independent RIA at his own company, Adirondack Retirement Specialists, Inc. Sean joined Wealth Enhancement Group in 2023.
With a passion for investing, free market capitalism, entrepreneurship, and economics, Sean is committed to providing advice to clients who are retirees – or are about to retire. He is also fluent in Spanish.
Sean has two great dogs (Benji & Winston – both are Shitzu Poodles) and owns horses. He recently named one of his horses after a girl being helped through Make a Wish, Gabby, who has brain cancer. He sponsored a trip for Gabby to meet her horse named “Joyflwariorprincss’ (after Gabby’s nickname, ‘Joyful Warror Princess’) and was able to witness a special connection.
Education
- AS - Business Administration, Monroe Community College
Additional licenses and designations
- NYS Life and Health Insurance licenses
Resources from Sean Berger
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation