Sean Rourke

Sean Rourke is a Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services in Los Angeles, California. In this role, he supports a diverse group of clients, including high net worth individuals, executives, entrepreneurs, and small business owners, with a particular focus on clients in the entertainment and beauty industries. He specializes in simplifying complex financial planning and investment management, helping clients achieve long-term financial goals while actively engaging them throughout the process.

Rourke’s investment expertise spans across holistic wealth management, trust and estate planning, and private banking, leveraging extensive previous experience from senior roles at BNY Mellon and City National Bank. He is adept at constructing investment strategies for complex client needs, with an emphasis on multi-asset class portfolios and tailored solutions for unique client circumstances.

He holds a B.A. in English from Siena College and has built a respected career in wealth management by combining Wall Street experience with a client-centered approach. Throughout his professional journey, Rourke has been recognized for his ability to build client confidence, guiding them through investment decisions and fostering lasting advisor-client relationships.