Bio
Sean Oakes is a seasoned Certified Financial Planner? professional with a strong track record of helping individuals, families, and business owners achieve their financial goals with clarity and confidence. With a deep understanding of investment strategies, retirement planning, tax efficiency, risk management, and trust & estate planning, Sean brings a holistic and personalized approach to wealth management. Passionate about empowering clients through thoughtful financial planning, Sean works closely with individuals and families to craft personalized strategies that reflect their unique goals and values. With deep experience across market cycles, Sean provides steady guidance and strategic insight?helping clients navigate both growth opportunities and periods of uncertainty with confidence and clarity. Sean holds the CFP? certification, reflecting his commitment to the highest standards of ethics, education, and client care in the financial planning profession. He currently serves clients from the Paramus, NJ office, where he collaborates with a team of professionals to deliver comprehensive financial solutions. Before joining Raymond James, Sean spent 10 years as a Wealth Management Advisor at TIAA in New York City, where he served high-net-worth families and managed over $1 Billion in client assets across 13 states. Sean began his career at UBS as a Wealth Management Analyst in 1993. Sean was also a Director in the Citigroup Private Bank specializing in the Law Firm Group. Sean graduated from Susquehanna University with a Bachelor of Arts degree, where he was a member of the football team earning All-Conference honors during his time. Sean lives in Glen Rock, NJ, with his wife, Amy, and their two children. Outside the office, Sean enjoys skiing, golf, basketball, and spending time outdoors with his family.
