Sean Richardson
Vice President | Financial Consultant
Sean Richardson, ChFC®, is a Wealth Management Advisor with Equitable Advisors, based in Clifton Park, New York. Sean works closely with individuals, families, and business owners to help them make confident financial decisions and build long‑term strategies aligned with their goals, values, and life priorities.
Sean has completed extensive professional education through The American College of Financial Services and holds the Chartered Financial Consultant® (ChFC®) designation. Sean has also earned multiple FINRA registrations, including Series 7, Series 66, and Series 24, reflecting a strong foundation in financial planning, investment strategy, insurance planning, and regulatory oversight.
With a background shaped by leadership, discipline, and integrity, Sean partners with clients to create thoughtful, personalized financial strategies that support long‑term success.
Casey Klien
Executive Assistant
Our Executive Assistant plays a key role in supporting both our clients and advisors by helping manage daily operations, scheduling, and client service needs. Her attention to detail and commitment to organization help ensure a smooth and efficient client experience.