Sean K. Reitenbach, CFA^®

Sean K. Reitenbach, Chartered Financial Analyst^® (CFA^®), is a Senior Investment Analyst at The Prosperity Consulting Group, LLC. Sean is an analytically strong financial analyst and a leading member of our firm’s investment committee. Prior to joining Prosperity, Sean was the Associate Vice President of Equity Research at an investment banking firm covering the insurance industry. Nine years of experience working in equity research, assurance, and financial analysis, enables Sean to provide a robust investment approach for our clients. Sean ensures that our investment team stays up-to-date on the latest economic outlook and investment opportunities while structuring custom portfolios to meet our clients’ unique needs.

As a CFA^®  charterholder, Sean has achieved one of the highest distinctions for an investment management professional. He exemplifies a strong understanding of advanced investment analysis and portfolio management skills.

The core of Sean’s practice lies in his passion for:

• Investment portfolio construction and management
• Building and managing financial models
• Analyzing industry and market data
• Securities research
• Investment planning
• Client reporting
• Data analysis

In his spare time, Sean enjoys playing golf, playing his guitar, spending time outdoors, traveling, and spending time with his wife, Katherine, and dogs, Tucker and Moose.

The value that Sean Reitenbach, and The Prosperity Consulting Group, LLC, provides goes far beyond the investment component. By adhering to a comprehensive approach to wealth management, we address key areas critical to a client’s financial success: Tax Planning, Retirement Analysis, Estate Planning, Insurance Planning, and Business Planning. This proactive approach enables Sean, and The Prosperity Consulting Group, to build strong relationships with every client while delivering results.