Our team

Professional, courteous, and independent on your behalf.

We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.

The members of the Horizon Wealth Group Team include:

Sean Agahi

President

Sean holds Series 7, 63, & 65 licenses, and is a Financial Advisor offering securities through First Allied Securities, Inc.
Sean is also licensed to conduct Life & Health Insurance (CA Insurance License #0B45147)

James B. Luippold

Financial Advisor

James holds Series 7,63 and 65 Licenses, and is a Financial Advisor offering securities through First Allied Securities.