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.
One of Sean’s skills is taking traditional “mom and pop” real estate investors and supporting them in implementing the strategies of the high net worth. Helping these families build their network all the while lowing their risk and work.
Sean other skills and passions are performing with the award winning improve troupe made up theater in Fremont California. Along with making a difference in people lives by assisting with Landmark Worldwide as a coach in the self-expression and leadership course.
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™