- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Florence, SC 29501
Conrad Seastrunk is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Conrad Seastrunk, CFP® shares his 28 years of financial training and experience with clients as together they use the latest financial planning techniques that can enhance their chance for financial success.
Educational Background and Business Experience
Francis Marion College - Florence, SC: Bachelor of Business Administration - 1988
College For Financial Planning, Denver, CO - Certified Financial Planner Education Program - 2000
CFP® : Certified Financial Planner© Practitioner- 2002 - CFP®
Certificants must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility which puts clients' interests first, and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement.
James H. Rice, CFP® & Associates 1988 – 1990: Conrad began his career working as a Series 7 Registered Representative of Source Securities, Inc and an Investment Advisor Representative of James H. Rice, CFP® & Associates.
NYlife Advisors, Inc. 1990 – 1994: Investment Advisor Representative
New York Life 1990 - 1994: Field Underwriter
NYlife Securities 1990 – 1994: Registered Representative
D.B.A. Seastrunk Financial Management , LLC 1994 – 2009: Registered Investment Advisor
Seastrunk Financial Management, LLC 2009 – Present: Investment Advisor Representative