Certified Financial Planner
Sean West, CFP®
With over a decade and a half of experience guiding clients toward financial freedom, Sean West is committed to helping business owners, families, and individuals make work optional in retirement. Specializing in retirement income and tax planning, Sean believes that every financial decision should be grounded in financial science, time-tested principles, and a thorough planning process. His approach is built on transparency, trust, and a genuine commitment to his clients’ peace of mind.
Since starting as a financial advisor in 2007, Sean has worked as a senior advisor, steering clients through ever-evolving financial landscapes with clarity and confidence. Under his leadership, White Cloud has become a go-to destination for those seeking to build, preserve, and protect their wealth. Sean is a CFP® Certified Financial Planner and did his studies through Boston University's College for Financial Planning. Prior to becoming an advisor, he received his bachelor’s degree in business management from BYU Idaho.
Sean believes in building long-term relationships with clients by listening and truly understanding what clients value. By understanding and seeing the whole picture Sean ensures each client is empowered to make prudent financial decisions about their future.
Outside the office, Sean’s passion for planning extends to his love for adventure and the great outdoors. He’s an avid backpacker, hunter, skier, and water skier, never missing a chance to reconnect with nature. A true family man, Sean is happily married to his wife, Kim, and together they enjoy making memories with their four children. Sean enjoys serving in the church and community. Whether exploring mountain trails or enjoying a cozy family night in, Sean finds joy in every moment, on and off the clock.