Sean Koscho

Financial Advisor

Sean Koscho is a financial advisor with a passion for helping others – whether that’s in the office managing their wealth, as a passionate 10-year high school football coach, or in the line of duty — for the last 9 years — as a Firefighter/EMT with the Sarasota County Fire Department.

Click here to continue reading…

Sean Koscho is a financial advisor with a passion for helping others – whether that’s in the office managing their wealth, as a passionate 10-year high school football coach or in the line of duty, for the last 9 years, as a Firefighter/EMT with the Sarasota County Fire Department.

Sean grew up in Pittsburgh, PA and later attended Harvard University, finishing as a 3-year starter on the football team with a degree in Economics. Upon graduating, he spent 13 years on Wall Street, working for Merrill Lynch and Bank of America on their institutional Equity Derivative and Convertible Bond trading desks. With a growing family, and a desire for a warmer client, he moved to Sarasota, Florida.

After volunteering at their local elementary school and pursuing his passion for triathlons, ultimately competing in over 30 races, including 3 Ironman’s, he decided to pursue his childhood dream of being a firefighter. After attending Manatee Technical Institute for EMT training and St. Petersburg College Fire Academy for firefighting, he has worked for both Hillsborough County Fire Department and Sarasota County Fire Department.

Utilizing his insights as a 13-year Wall Street veteran and firefighter, Sean joined Base Wealth Management in February 2021 with the goal of helping others navigate the financial concerns typical of anyone concerned about retirement, whether in the public sector with pension questions or how to invest in the Deferred Comp or DROP plan, or typical IRA’s (Roth),Solo 401(k) or college savings.

When Sean isn’t building financial plans for his clients, you can catch him spending time with his family. His eldest son, Jack, graduated with a degree in Biomedical Engineering from Carnegie Mellon University and now works as a technology consultant for Deloitte and his younger son, Sam, is studying economics at Dartmouth College, while playing football.

His daughter, Sally is a senior at Cardinal Mooney who dances competitively and runs track. Sean has been married for 25 years to Suzanne, who is a professional photographer in Sarasota at Koscho Photography. When not staying fit through running or biking, you will likely find Sean traveling with his lovely wife.

Choose your advisor

Dan DiLascia

Sean Koscho

2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

Get a FREE Solo 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 457 Guide!

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Solo 401(K) 2-Pager for FireFighters

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE copy of Divorce the IRS

If you would like to request a physical copy of Divorce the IRS, please fill out the form below.

"*" indicates required fields

Name*
Address*
This field is for validation purposes and should be left unchanged.
 *This book is most suitable for households with $250K or more in investable assets.
 

OOPS!

You’ve stumbled across an element that isn’t quite ready for the web yet. We’re working on a lot of new features so stay tuned.

-The Base Wealth Team