Sean Gerlin (CFP®, ChFC®, CLU)

Sean Gerlin focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

  • High Income Professionals
  • Medical Community
  • High Net Worth Individuals and Families


Additional Information

Sean resides in central Florida with his wife, Nicole and two children, Avery and Will.  He enjoys spending time with his family, cooking, golf, and watching Gator sports.  

NAPFA Start Date

February 14, 2019


This Office

310 White Oak Cir Maitland, FL 32751-4831 Phone: (407) 720-6535