Conrad  Seastrunk

Conrad Seastrunk

| CFP®

Seastrunk Financial

Fee-Only Financial Planner serving the Florence, SC area.

Specialties

  • 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

Visit Us

121 S Cashua Dr
Florence, SC 29501

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

Education:

Francis Marion College - Florence, SC: Bachelor of Business Administration - 1988
College For Financial Planning, Denver, CO - Certified Financial Planner Education Program - 2000

Professional Designation:
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.

Business Background:
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