Kinecta Wealth Management
As a financial advisor at Kinecta Wealth Management, Sean Tompkins assists individuals and families with financial planning, retirement planning, wealth transfer, insurance and college savings. A South Bay native and USC graduate, Sean joined Kinecta in 2020 and has worked in the financial industry for the past decade.
What distinguishes your practice from others?
I take an educational approach, outlining the process and ensuring that each of my clients understands how we are going to address their goal—whether it is having enough money for retirement, sending kids to college or leaving a family legacy.
What is your advice for your younger clients?
Invest, Invest, Invest! Even if it’s only a little bit every month, time is on your side. The sooner you start investing, the more time you have for compounding to work—it’s like magic.
What is your advice when the market seems chaotic?
A good financial advisor becomes most valuable to their clients when markets are chaotic. When I work with clients, we make careful investment decisions based upon their goals, time horizon and feelings about risk. The likelihood of a chaotic market is baked into the plan, and we talk about that. I reach out to my clients when I see the market is headed downward to remind them of why we made the decisions we did, verifying that their goals and time horizon have not changed.
What common mistake do people make with money?
The most common mistake is making emotional decisions when there is volatility in the market. This is one of the reasons it is so important to work with a financial advisor who will help you stay the course and prevent decisions that could be costly in the long run.
Disclaimer: The financial advisors at Kinecta Wealth Management are registered representatives with and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Kinecta Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kinecta Wealth Management and are employees of Kinecta Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kinecta Federal Credit Union or Kinecta Wealth Management. Securities and insurance offered through LPL or its affiliates are: