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Sean V. Janni, CFP<sup>®</sup>, <span>CFA®</span>

Sean V. Janni, CFP®, CFA®

Client Advisor

Sean V. Janni is a Client Advisor at JFG Family Office. He partners closely with individuals and families to navigate the complexities of wealth management through thoughtful financial planning, investment management, and ongoing strategic advice. Sean works with clients on a wide range of planning needs, including retirement, estate, tax-efficient investment, charitable giving, and cash flow planning, while collaborating with clients' attorneys, accountants, and other trusted advisors to deliver a coordinated, comprehensive approach.

Sean earned a Bachelor of Science in Business Administration with a concentration in Finance from Northeastern University in Boston. He also holds the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner® (CFP®) certification. Before joining JFG, Sean worked as a Financial Planning Specialist at Altfest Personal Wealth Management in New York City.

Originally from Montana, Sean enjoys spending time outdoors. In his free time, he can often be found skiing, hiking, golfing, playing soccer, or on the tennis court.

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