Sean Raich

My journey towards becoming a financial advisor began at a kitchen table with my grandfather over 42 years ago. He wasn't a formally educated man, but he had common sense and an understanding of what it meant to have real and reasonable goals. His philosophy was simple: repetitive saving in good quality, long-term investments. That's it. To this day I still hold that approach close.

We had a home computer in 1979. It was a wire-wrapped monstrosity but it led me to a tech life at an early age. In 1998, I earned my BS in computer sciences from The University...