Sean Fellin, MBA
Managing Director
Sean Fellin advises families, business owners, corporations, not-for-profits and institutional clients in the areas of investment management, retirement planning, insurance strategies, succession planning and estate planning at United Capital Financial Advisors. He began his financial planning career after developing a strong foundation in business and finance through both academic achievement and professional experience. Prior to United Capital, Sean was a Partner with Apexium Financial, LP and a Managing Director with Citrin Cooperman Wealth Management, LP.
Sean earned an undergraduate degree from Fairfield University in Connecticut and a Master of Business Administration with honors from the University of Southern California. His educational background and commitment to thoughtful, client-centered planning allows him to deliver strategic and comprehensive financial guidance tailored to each client’s goals.
Sean is actively engaged in the financial planning community and maintains involvement in professional organizations dedicated to advancing industry standards and best practices. In addition to his professional work, he is committed to giving back through participation in community and charitable initiatives.
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