Broker Check
Sean  Stoneback

Sean Stoneback participated in the formation of Oak Financial Partners, LLC in 2010 as an extension of his practice with Equitable Advisors. He was promoted to “Partner” in January 2013 due to outstanding performance and dedication. Prior to this, Sean had been with Karr Barth Associates since the summer of 2005 after graduating from The College of New Jersey. His interest in working with people while utilizing his business degree led him to a career in financial services. Sean typically works with individuals and business owners to establish, prioritize and work toward accomplishing their important financial goals and objectives. He is an accredited Retirement Planning Specialist, a designation earned at Wharton School of Business at the University of Pennsylvania, in August 2015. Sean continued his education while growing his practice by attending the Equitable Advisors Institute, an advanced learning curriculum, hosted at Harvard University in Summer of 2016. This program is a significant part of his continued education in Asset Allocation and Wealth Management and helps him better identify concerns and implement strategies that benefit his clients. When not managing his practice, Sean enjoys golfing at Riverton Country Club, his home course for almost 20 years. He also enjoys watching and attending professional sporting events and spending time with family and friends.

CA license number: 4028620

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Financial Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.