As a San Jose native for all of his life, Sean Penello has a unique understanding of San Jose’s neighborhoods and their history. He’s able to leverage that knowledge to predict development opportunities in a quickly growing and changing city.
Sean has been a real estate investor since 1999 and a licensed financial planner since 2007. This experience gives Sean a unique perspective and insights that other traditional brokers may miss. Sean’s tax and estate planning strategies for real estate portfolios, allow his clients to increase their cashflow while saving hundreds of thousands of dollars in taxes.
Sean has a Series 7 and Series 66 Securities licenses and is a registered representative with LightPath Capital Inc., member FINRA/SIPC. Sean is also a Certified Estate Planner® and a Certified Estate and Trust Specialist™
Sean joined First Guardian Group in 2017 to support their clients in reaching their financial goals with real estate investing and tax planning.