Sean Heidig

Sean is passionate about connecting with individuals, learning their passions, and guiding them through effective financial planning. By understanding people’s unique goals and challenges, Sean can empower them to pursue their dreams confidently.

Sean began his career in financial services at an early age, working for his father’s independent financial planning practice. He has also worked at Merrill Lynch and Mallard Financial Partners. Sean is a CERTIFIED FINANCIAL PLANNER® Professional and holds a B.S. in finance and economics from West Chester University.

He lives in West Chester with his wife, daughter, and two sphynx cats. Sean is an avid coffee drinker and loves to cook. He enjoys soccer, surfing, snowboarding, golfing, and drawing. He’s a volunteer soccer coach with the Special Olympics of Delaware County.