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
- 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