Sean Granere
About Sean Granere
Sean Granere serves as a Wealth Manager at Creative Planning, Inc. in the Houston, Texas area, where he has worked since 2014, bringing extensive experience from his previous roles at Fidelity Investments.
Work at Creative Planning
Sean Granere has served as a Wealth Manager at Creative Planning, Inc. since 2014. He operates from the Houston, Texas area, providing financial services to clients across all 50 states and internationally. During his tenure, he has contributed to the firm's management of over $49.4 billion in assets as of June 30, 2020. His role involves offering personalized financial strategies and investment advice to help clients achieve their financial goals.
Previous Experience at Fidelity Investments
Before joining Creative Planning, Sean Granere worked at Fidelity Investments for a total of nine years. He held the position of Regional Sales Manager from 2012 to 2014, overseeing operations in Texas and Oklahoma. Prior to that, he served as a Senior Branch Manager from 2005 to 2012. In these roles, he was responsible for managing sales teams and enhancing client relationships, contributing to the overall growth of the firm.
Education and Expertise
Sean Granere earned a Bachelor of Applied Science (B.A.Sc.) in Business and Personal/Financial from Houston Christian University. He studied there from 1995 to 1997. His educational background provides a solid foundation for his career in wealth management, equipping him with the necessary skills to advise clients on financial matters effectively.
Background
Sean Granere has built a career in the financial services industry, starting with his role at Fidelity Investments and later transitioning to Creative Planning. His extensive experience spans over a decade in wealth management and sales management. This background has allowed him to develop a comprehensive understanding of client needs and the financial landscape.