Learn about Babin Wealth Management’s mission, and meet the team committed to providing transparent, personalized financial advice for every stage of your journey.
Sean Babin is the founder of Babin Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional with more than 14 years of experience in the financial advisory industry. He specializes in portfolio management, investment research, personalized financial planning, as well as tax planning designed to help clients make confident decisions and build the life they want.
Sean earned his degree in Economics and Finance from the University of Nevada, Reno. Throughout his career, he has worked with more than 500 financial advisors and thousands of individual investors, with experience involving more than $10 billion in client assets.
His investment philosophy is research-driven and rooted in proven financial and economic principles. Sean also had the unique opportunity to work and engage with Nobel Prize-winning economist Dr. Harry Markowitz, the father of Modern Portfolio Theory, whose work on diversification and portfolio construction continues to influence Sean’s approach to investing today.
Outside of work, Sean enjoys spending time with his fiancée, Megan, and their daughter, Sophia. After a two-year IVF journey, Sophia is truly their miracle baby and the center of their world. As a family, they love traveling and exploring new places. Originally from Grass Valley, California, Sean is also an avid golfer and enjoys staying active.
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Kenny brings more than 16 years of experience building and managing investment portfolios. He earned his degree in Finance from Miami University and is a CFA® charterholder, one of the investment industry’s most respected professional designations.
Kenny specializes in cutting through the noise of financial markets and turning complex investment concepts into clear, disciplined strategies. His approach focuses on helping clients grow and preserve their wealth while staying focused on their long-term financial goals.
Kenny and Sean have worked closely together for nearly a decade, developing a shared investment philosophy centered on research, discipline, and investor education. Their goal is simple: make investing easier to understand, eliminate common misconceptions, and help clients make informed decisions without being distracted by the day-to-day noise of the markets.
We understand the complexities and uncertainties of the financial landscape. Our mission is to empower you to achieve your financial goals with discipline and confidence — with no generic solutions, and no sales tactics. Just customized strategies that put your best interests first.
As fiduciaries, we put your interests first always. No commissions, no product sales, no conflicts of interest — just advice designed around what’s best for you.
Every strategy is built around your goals and circumstances, never a one-size-fits-all model.
Our team holds CFP® and CFA® credentials, backed by decades of combined industry experience.
Our investment philosophy is grounded in Nobel Prize-winning finance theory, not guesswork.
We believe your financial journey should be understandable and enjoyable, not stressful — so you can focus on what matters most.
Years of Experience
Families Served
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