Broker Check

Alpha Partners

Wealth Management

Sean Zhao, CFA®

Sean Zhao, CFA®

Managing Partner

For me, it’s all about building a trusted long-term relationship with my clients and their families. I cherish these relationships and ensure their interests always come first. I work with business owners and high-net-worth families, building custom investment solutions to create, manage, and protect wealth. It is my mission and passion to help clients achieve their individual and unique financial goals with the highest standard of fiduciary care.

I received my Master’s degree in Finance from the University of South Florida with honors in 2012 and began my financial services practice soon after.  In 2015, I earned my Chartered Financial Analyst® (CFA®) designation, one of the most coveted distinctions in the investment management profession.  (Learn more about CFA® charterholders at https://www.the-right-question.org/en/) I also hold my series 7 and 63 licenses since 2012 and my Florida 2-15 Health & Life (Including Annuities & Variable Contracts) license since 2016.

I’m actively involved in the CFA® Society of South Florida, where monthly meetings are normally held and whose mission is promoting the highest standards of ethics, education, and professional excellence. When I’m not working, I enjoy traveling around the world exploring different food and culture.