BUILDING A STRONG FINANCIAL COMMUNITY

MEET THE OWNER AND SOLE OPERATOR - SEAN SCRUBY, CFP®

I did my undergraduate schooling at Dominican University in San Rafael, CA. and started my financial career at Morgan Stanley as an intern to a broker in San Francisco, CA. I continued in the field for the next six years and was also involved with the Certified Financial Analyst - Passed level 1 (CFA Institute - 2005). In 2007 I started Olde World Investments, a fundamentals based investment research firm providing in-depth analytics to fund management companies and family offices.

More recently, I have been involved with the personal finance side of the industry. It was a natural transition from investment research to helping clients find success in their personal investment portfolio and financial life. I received my CFP® designation in 2023 and I am an active CERTIFIED FINANCIAL PLANNER™ professional.

MEET THE COMPANY -
OLDE WORLD INVESTMENTS

Olde World Investments is a California domiciled firm providing financial planning and investment management services. We are a fee-only advisor and uphold the fiduciary standard of putting the client’s interests ahead of our own at all times. Our goal is to help individuals find and maintain financial health and avoid the common pitfalls of investing.