Hi, I’m Sean Shahkarami, I’m glad you’re here and I don’t believe in coincidences, so whether you know it or not there’s a bigger reason you’re reading this right now.

Over my life, I've realized most people don’t lose sleep over money itself.

They lose sleep over the questions money represents.

Questions like:

• What happens if life throws a curveball and I can’t work?
• How do I retire comfortably and with peace of mind?
• What happens to me, and the people I love, when I’m gone?

I help people answer those questions before they become emergencies.

My background is intentionally interdisciplinary.

I’m a CPA, a Robbins-Madanes certified coach, and I bring over 13 years of experience spanning:
	•	Corporate M&A
	•	Healthcare and mental health finance & operations
	•	Ministry and leadership development

That combination allows me to work with clients holistically and relationally, not transactionally.

My process is built across five integrated pillars:
	1.	Financial
	2.	Spiritual
	3.	Mental
	4.	Physical
	5.	Communal

Because real peace of mind doesn’t live in spreadsheets alone — it lives at the intersection of clarity, alignment, and action.

The people I work best with come from many backgrounds, but they tend to share common traits:

• Values- and faith-driven
• High integrity
• Builders — families, businesses, careers, or all three
• Long-term thinkers with a track record of follow-through
• Vision-oriented and impact-minded
• Open to guidance, coaching, and honest feedback
• Willing to take meaningful action rather than stay stuck in analysis

In other words, they’re not looking for quick fixes.
They’re ready to make aligned decisions.

If that sounds like you, or someone you care about, I’d be happy to connect and walk you through how I work.

The easiest way to start is simple:
Send me a direct message here on LinkedIn.

Sean Shahkarami

DaVita Kidney Care

Director of Finance

Senior Finance Manager

Finance Manager

Senior Financial Analyst

Financial Analyst

William C. Conner Foundation Educational Investment Fund

• One of the twenty undergraduate and MBA students selected to manage a $1.5 million investment portfolio
• Prepared equity research reports and pitched buy/hold/sell recommendations for current portfolio holdings and potential investments based on extensive independent research, fundamental analysis, and financial modeling
• Reviewed analysts’ three statement financial models and research reports to determine the quality of the recommendation

Equity Research Analyst and Fund Accountant

Goldman Sachs

• Assessed returns and payback on potential investments over $30 million within the middle market by building financial models and conducting credit analysis, covenant analysis, and due diligence
• Valued a $49 million cable deal to determine its loan-to-value year over year over the term of the investment
• Built a financial model for a $120 million doughnut franchisee to analyze same store sales, covenants, and the effect of the Affordable Care Act on loan payback over the term of the investment
• Conducted unit-level analysis on a $95 million web-hosting company to assess the impact of adding and losing customers on credit statistics, free cash flow, recurring revenue, and EBITDA
• Identified risks and potential mitigating factors in a $125 million energy deal by conducting informational interviews with industry experts
• Attended two management meetings to document and compile answers to diligence items
• Drafted documents detailing deal dynamics, investment theses, and valuation statistics and presented investment ideas to the Specialty Lending Group

Summer Analyst

Brown-Lupton University Union, Texas Christian University

• Gathered data on an hourly basis and estimated the utilization, efficiency, and safety of the Union
• Created a warm and welcoming environment for students, alumni, donors, and visitors

Guest Service Associate

TEDxTCU

•	Coordinated the licensing process to create an official link between TED Talks and TCU
•	Curated the first TEDxTCU event and laid the foundation for creating an intellectually stimulating environment 
•	Provided students with a platform to share their ideas and develop their passion with a $0 budget

Founder and Curator

John V. Roach Honors College

•	Developed a business plan to create and spearheaded a multi-directional mentorship program within the John V. Roach Honors College
•	Conducted a SWOT analysis to recognize key areas of improvement, provided recommendations, and implemented recommendations to increase the retention rate of Honors students
•	Managed a budget of $10,000 and led a team of ten upperclassmen to facilitate a smooth transition into college for Honors freshmen

Community Regent Director

Tudor, Pickering, Holt & Co.

TPH & Co. is an energy investment and merchant bank  	  	 	 	      Houston, TX 
•	One of the eleven undergraduate students selected to conduct an independent study with MBA students under the guidance of the Chief Operating Officer of TPH & Co. 
•	Performed a market analysis of the Master Limited Partnership universe to outline the history, structure, benefits, and drawbacks of MLP funds  
•	Conducted due diligence on TPH’s MLP fund, with $16 million AUM, to evaluate performance, investment process, firm and fund personnel, and risk and controls in order to benchmark TPH’s fund against comparable MLP Funds   
•	Researched TPH’s $383 million Energy Infrastructure Fund and observed consistency in investment process within this larger portfolio 
•	Coordinated meeting with MLP industry experts to enrich data for due diligence 
•	Profiled the hedge fund industry by detailing characteristics of hedge funds, strategies, key players, and macroeconomic events to learn about alternate investments

Student Researcher

Woodstock School

Every year Woodstock School asks the entire senior class to pledge a part of their earnings to some philanthropy to teach students the value of giving. 
- Piloted the first student-led philanthropy at Woodstock School
- Led a team to achieve 100 percent participation from a class of 80 seniors from 21 countries
- Secured a 5x match from a donor for leading the campaign

Fundraising Associate

I have an undergraduate degree in Finance and Accounting and a Masters in Accounting from Texas Christian University. I really enjoy researching stocks to invest in and following macroeconomic trends. I am a CFA and CPA.

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The Battle

Sean Shahkarami

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