Sean Peake, CFP®, CPWA®, CRPS® in

Sean Peake, CFP®, CPWA®, CRPS®

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Vice President, Financial Advisor at Morgan Stanley
📍 San Francisco Bay Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
16 Years
Current Role
Vice President, Financial Advisor
Job Level
Senior
Location
San Francisco Bay Area, United States
Personality Overview

How Sean shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sean cares about

Strategic Priorities
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Career

Work history

1-2014
Vice President, Financial Advisor
Morgan Stanley
8-2018 - 10-2023
Board Member
IGNITE National
8-2019 - 1-2022
Board Member
The Foundation of City College of San Francisco
10-2010 - 6-2012
Producer
Arthur J. Gallagher & Co.
5-2004 - 9-2010
Vice President Insurance & Risk Managment Services
California Charter Schools Association
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2020 - 2020
Wealth Management Theory and Practice: A CPWA® Certification Registered Education Program
Yale School of Management
2016 - 2016
Executive Certificate In Financial Planning
Santa Clara University Leavey School of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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