Sean Babin is an experienced financial professional with over 13 years in the financial advisory industry. He specializes in portfolio management, investment research and analysis, and designing personalized financial plans for individual investors across the country.
Sean earned his Bachelor’s degree in Economics and Finance from the University of Nevada, Reno, in 2012. His passion for financial planning and wealth management led him to attain the Certified Financial Planner™ (CFP®) designation in 2023, further strengthening his expertise in financial planning, tax-advantaged investing, and comprehensive wealth management strategies.
Throughout his career, Sean has worked with over 500 financial advisors and thousands of individual investors, managing assets exceeding $10 billion. His investment approach is highly research-driven, grounded in Nobel Prize-winning finance and economic theories, allowing him to refine strategies for maximum impact.
Sean has had the opportunity to work and engage with Dr. Harry Markowitz, the Nobel Prize-winning economist who developed Modern Portfolio Theory (MPT). This groundbreaking theory revolutionized how individuals and institutions construct and manage investment portfolios, emphasizing risk-adjusted returns through diversification. Sean integrates these principles into his financial planning, helping clients build strong, long-term financial foundations.
Through Babin Wealth Management, Sean is committed to providing clients with data-driven financial insights, empowering them to navigate complex financial decisions with confidence. He is also a dedicated educator, leading workshops and training sessions to enhance financial literacy and investment knowledge.
Outside of his professional life, Sean cherishes every moment with his daughter, Sophia. He and his fiancée, Megan, spent two years navigating the IVF process to bring her into their lives, she is truly their miracle baby. As a family, they love traveling and exploring the world together. Originally from Grass Valley, CA, Sean enjoys golfing, something Megan can certainly attest to, and also stays active by playing pickleball. Megan, originally from Cincinnati, OH, shares his love for adventure and family time.
Kenny brings over 16 years of invaluable experience in creating and managing investment portfolios to our firm. His impressive background includes a Finance degree from Miami University and he is a CFA Charterholder. Kenny’s understanding of investment complexities allows him to translate these ideas in a way that helps our clients navigate the noisy financial landscapes. He excels at translating these complexities into clear, effective investment strategies designed to both grow and preserve clients’ hard-earned wealth.
For nearly a decade, Kenny and Sean have worked closely together, engaging in both formal and informal settings to deepen their knowledge and share their expertise. Their collaboration is driven by a shared passion for demystifying the investing process and addressing misconceptions that can hinder an investor’s progress. Through their combined efforts, they strive to educate and empower investors, providing them with the tools and understanding needed to achieve their financial aspirations and overcome common pitfalls.
At Babin Wealth, we understand the complexities and uncertainties of the financial landscape, which is why our mission is to empower you to achieve your financial goals with discipline and confidence. Our firm is committed to delivering clear, honest, and straightforward financial guidance. With over 13 years of experience in the financial services industry, we’ve witnessed the negative consequences of poor financial advice firsthand. Our approach is different—no generic solutions or sales tactics, just customized strategies that truly prioritize your best interests. Sean’s dedication to transparency and simplicity ensures that your financial journey is not only understandable but also enjoyable, allowing you to focus on what matters most: your future and your family.
