Sean has more than three decades of experience as a financial advisor/planner and he has been the President of GPS Financial Management, Inc. since 2012, aligned with Raymond James since 2017. His office partnered with Boston Harbor Wealth Advisors in 2019. Since 1987, Sean has developed a loyal client base due to his commitment and passion their success.
Sean was drawn to his career because of his desire for helping others. He is dedicated to putting the interest of his client’s first, and he demonstrates this through his responsiveness and the attention that he gives with each client interaction. Throughout his career, clients have relied on his ability to explain and simplify sophisticated investment strategies in a way that is digestible and clear. He enjoys teaching clients the importance of planning and creating balance by helping them attain their financial goals and independence.
During his career, Sean has earned numerous professional designations, including the CERTIFIED FINANCIAL PLANNER™ professional (CFP), Accredited Investment Fiduciary (AIF), Chartered Financial Consultant® (ChFC), Chartered Life Underwriter® (CLU), and the Certified Divorce Financial Analyst (CDFA). Sean earned his BS in Business Administration.
Boston Harbor Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.