Sean A. Fletcher, CFP<sup>&reg;</sup> - Financial Advisor

Sean A. Fletcher, CFP®

AIF®

Principal

Prospettiva Financial

Prospettiva Financial, 22 Battery Street
San Francisco, CA 94111
FINANCIAL ADVISOR'S WEBSITE
(415) 362-8636 CONNECT WITH Sean
  • facebook link
  • linkedin link

General

Sean Fletcher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prospettiva Financial in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

Prospettiva Financial is a boutique wealth management firm headquartered in San Francisco, California. We help our clients make incremental progress toward achieving their goals by providing thoughtful advice and thorough analysis. Our planners each have over 20 years of wealth management experience helping hundreds of clients with their intricate financial lives. We work with clients to grow assets, prepare for the future, and navigate transitions. We each have unique strengths which, when employed in concert with the strengths of our clients, help goals get further faster. Employees at Prospettiva Financial bring their values to work. Our firm donates thousands of dollars each year to charitable organizations that address poverty abatement, financial literacy, and help ensure the planet has a future. We are passionate about helping people focus on long-term goals that align with their values.

More

Financial Advisor Experience

As Charles Ives said, "Every great inspiration is but an experiment." Twenty-four years ago, I landed a part-time job selling life insurance with the Northwestern Mutual Life Insurance Company. I was interested in understanding the emotional aspects of financial transactions. I soon realized that I was not going to be a very good life insurance salesman; meeting quotas and sales targets wasn’t the structure for me. Despite this, I found that the financial literacy and problem-solving tools taught to life insurance professionals very enriching and valuable. When I left Northwestern in 2001, I very quickly and happily transitioned to a career in financial planning, receiving my CERTIFIED FINANCIAL PLANNER credential soon thereafter. I am involved with the East Bay chapter of the Financial Planning Association. As an exhibiting fine artist and playwright who collaborates with my wife, artist Isabel Reichert, I appreciate how the creative process helps shape ways of looking at things spatially, constructively, and yes, logically. I definitely feel this positive influence on my work in personal finance. Over the years, I have taught workshops to students at UC Santa Cruz, Mills College, and I am a frequent lecturer at CCA. I designed the course "Financial Basics for Creative Entrepreneurs" for the San Francisco Art Institute. I have volunteered as a guest curator for arts organizations nationwide and am a former board member of The San Francisco Arts Commission. I also love spending time with my wife and son. The three of us have always shared a love of the outdoors. We enjoy backpacking and hiking, and we are all very dedicated to environmental restoration. The objective when visiting the wilderness is, "leave it better than you found it." You pack out other people’s trash that you find along trails, discarded where it doesn’t belong, and you respect the forest and the things that live there. Continually, I aspire to find more ways to dedicate time to volunteering and community outreach. I am fortunate to work with clients who are also willing to give back to their communities through volunteering or making their money work for the charitable causes they care about most. I know the work we do with one client can have a positive impact on many more people that I will never even meet. Leave it better than you found it.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities
  • Variable annuities: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Nontraditional Households, Special Needs, Personal Taxes

More

Helpful Financial Planning Resources