501 Deep Valley Dr.
Rolling Hills Estates,
As a relationship-based, client-centered wealth management and financial advisor team, we go above and beyond to build a powerful connection with you that fosters success and drives wealth growth. At the core of this symbiotic Financial Advisor/Client relationship is our commitment to confidentiality, trust, integrity, communication, and mutual respect.
Aside from our personal approach, values-based philosophy, and results-driven methodology, EQ Private Wealth offers you superior customer service that is backed by over three decades of industry experience.
Wealth Advisor│Founder & Managing Director
Sean earned a B.S in Business Finance from Long Beach State University and M.S Business Management from Boston University. Sean was recognized as Best-In-State by Forbes in 2018 and 2019 and attributes his success to always studying...
Wealth Advisor│Managing Director of Investments
Peter Haroun is an entrepreneurial individual with over a decade of experience serving clientele by determining optimal financial strategies to drive portfolio growth and maintain financial independence. He focuses on the management,...
LPL Registered Administrative Associate I Director of Client Relations
Liz's journey in the financial services industry started in 1994 when she took on an operations manager role at Washington Mutual. In 2002, Elizabeth joined Citibank's Wealth Management department as a Registered Client Associate and...
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