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Sean Gerlin (CFP®, ChFC®, CLU, CPWA®)

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
  • Business Owners
  • Commercial Real Estate Executives
  • High Net Worth Individuals and Families

 

Additional Information

Sean was honored with the 2025 Wealthtender Voice of the Client Award and Best of BusinessRate 2025 award. He 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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit