Sean Patrick Gogola
Market Strategist at Cordatus Wealth Management LLC
Profile
Mr. Sean P.
Gogola is a Portfolio & Planning Strategist at Cordatus Wealth Management LLC.
He has over 17 years of experience in the financial services industry.
He is a broker, investment advisor, and assists clients in all aspects of financial planning, including retirement and education planning, mutual fund research, 529 plans, 10b5-1 plans, annuities, portfolio reviews, portfolio construction and life insurance.
He also acts as client specialist for the firm.
Mr. Gogola was previously employed as a Financial Consultant by Wells Fargo Advisors Financial Network LLC and a Principal by Wachovia Securities LLC.
He received his undergraduate degree from Millersville University.
He is also a Certified Financial Planner.
Sean Patrick Gogola active positions
| Companies | Position | Start |
|---|---|---|
Cordatus Wealth Management LLC
 Cordatus Wealth Management LLC Investment ManagersFinance Cordatus Wealth Management LLC (Cordatus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Yardley, Pennsylvania. Founded in 2016, Cordatus provides wealth planning and management services as well as corporate services to high-net-worth individuals and corporate executives. | Market Strategist | 2016-05-31 |
Former positions of Sean Patrick Gogola
| Companies | Position | End |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 2016-05-31 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 2009-04-30 |
Training of Sean Patrick Gogola
| Millersville University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Cordatus Wealth Management LLC
Cordatus Wealth Management LLC Investment ManagersFinance Cordatus Wealth Management LLC (Cordatus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Yardley, Pennsylvania. Founded in 2016, Cordatus provides wealth planning and management services as well as corporate services to high-net-worth individuals and corporate executives. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
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