Inactive

Sean Stevenson

Peak Financial Planning

Canoga Park, CA

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Current Employers

Peak Financial Planning

21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-10-21
CA	RA	APPROVED	2025-09-18

PA RA
APPROVED

Since 2025-10-21
CA RA
APPROVED

Since 2025-09-18

Branch Locations

Mcdonald, PA • United States

21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Confluence Financial Partners	Mcmurray	PA	08/2021	08/2025
Deloitte	Arlington	VA	08/2020	07/2021
State College	State College	PA	08/2019	07/2020
Deloitte	Arlington	VA	06/2019	07/2019
State College	State College	PA	12/2018	05/2019
Northwestern Mutual	Pittsburgh	PA	05/2018	11/2018
State College	State College	PA	09/2016	04/2018
Peak Financial Planning	Pittsburgh	PA	09/2025	Present

08/2021 → 08/2025

Confluence Financial Partners

Mcmurray, PA
08/2020 → 07/2021

Deloitte

Arlington, VA
08/2019 → 07/2020

State College

State College, PA
06/2019 → 07/2019

Deloitte

Arlington, VA
12/2018 → 05/2019

State College

State College, PA
05/2018 → 11/2018

Northwestern Mutual

Pittsburgh, PA
09/2016 → 04/2018

State College

State College, PA
09/2025 → Present

Peak Financial Planning

Pittsburgh, PA

Previous Registrations

2021-11-04 → 2025-09-12

Confluence Financial Partners

Mcmurray, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-04

S65 Uniform Investment Adviser Law Examination

2021-11-04

Designations

View on SEC IAPD

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