Sean Westover, CLU®, ChFC®, CFP® in

Sean Westover, CLU®, ChFC®, CFP®

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Wealth Management Advisor at Westover Wealth Strategies
📍 Salt Lake City Metropolitan Area, United States

Sean Westover is the Founder of Westover Wealth Strategies, a Northwestern Mutual Private Client Group. He has spent over three decades with the firm, starting as an intern while at the University of Utah. He holds CFP, CLU, and ChFC designations and has been recognized by Forbes as a Best-in-State Wealth Advisor.

Originally from Utah, Sean lives in Holladay with his wife, Kristen, and their four children. He is an avid outdoorsman who enjoys skiing, hiking, and biking, taking full advantage of the states natural beauty.

He has been a qualifier for the prestigious Million Dollar Round Table (MDRT) every year since 1999.

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Current Role
Wealth Management Advisor
Location
Salt Lake City Metropolitan Area, United States
Personality Overview

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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

Legacy & Estate Planning
He frequently shares content about protecting client legacies, especially concerning upcoming changes to estate and gift tax exemptions.
Wealth Management
His practice focuses on comprehensive financial security, wealth accumulation, and distribution planning for clients with complex financial lives.
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Career

Work history

Wealth Management Advisor
Westover Wealth Strategies
In the press

Media appearances

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Education
2009 - 2013
CLU
The American College
1990 - 1994
Bachelor of Science (B.S.)
University of Utah - David Eccles School of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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