A Key Member of Our Team

Sean Jones

Sean Jones

Financial Planner, Centralized Planning Team
Family
Fitness
Food
Sean has a bachelor’s degree in Finance from Utah State University and is a CFP® professional. He spent 28 years at Fidelity Investments, specializing in planning and asset management, before joining our team. At Capita, he focuses on building cash flow and investment plans, along with analysis reporting for our clients. In his free time, Sean enjoys spending time with his family, gardening, and balancing his love of physical fitness with his passion for food.

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