TBC CAPITAL MANAGEMENT - Key Persons

James D. Fitzpatrick - CEO

Job Titles:
  • CEO
  • Financial Advisor
James Fitzpatrick started his Financial Advisor / Insurance Broker career as an independent broker in 1982. During his 40-plus year career, he has developed strategic planning for companies for their employee benefit and individuals for their Life, Disability Retirement planning & Annuities. As a broker who works with all the insurance companies in the country, it gives him the flexibility/options to meet the specific needs for complete benefit packages for companies/employers with 5 to 500 employees. Known as the "Go-To" financial advisor, his clients benefit from his decades of experience and his vast network of professional associates. During James' free time he enjoys spending time with his family and friends. He enjoys working out and being outdoors as an avid player of Golf, Disc Golf, Softball, and Pickleball.

Sean M. Fitzpatrick - President

Job Titles:
  • President
  • Financial Planner
Sean M. Fitzpatrick is a financial planner who has a Master's degree in Business Administration. He also is a Certified Financial Planner™ and a Chartered Financial Consultant™. Sean has been in financial planning for seven years and has developed a passion for helping people. Sean loves education and strives to keep himself as educated as possible. His commitment to excellence for clients is demonstrated with his education and designations. Sean grew up in Thousand Oaks, California. He graduated from California Lutheran University with a bachelor's in finance and a minor in Financial Planning and received his Master's in Business Administration from CLU as well. Upon graduation with his master's degree. Sean was admitted into the Sigma Beta Delta International Honors Society for being one of the top students in the program. Sean was also a student-athlete and played volleyball for both Moorpark College and CLU. In Sean's free time, he continues to enjoy playing volleyball. He also is a volleyball coach at Moorpark College. He loves to travel and has a fascination for cultures and learning. Sean also enjoys disc golf and working out. He loves nature and exploring new places.