Sean Gerlin
CFP®, ChFC®, CLU®
Envision Wealth Planners
Principal
Sean Gerlin
CFP®, ChFC®, CLU®
Envision Wealth Planners
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sean Gerlin, CFP®, ChFC®, CLU®
Fee-Only financial planner located in Maitland, FL, serving clients locally and across the country
Sean Gerlin is a Maitland, FL fee-only financial planner. Envision Wealth Planners provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sean Gerlin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Sean Gerlin, CFP® ChFC® CLU® is a fee-only financial planner and founder of Envision Wealth Planners.
I founded Envision Wealth Planners based on the core values of family, honesty, and striving to be a master of my trade. I am always looking for ways to make things better, and the experience that someone has with their financial planner shouldn't be any different.
At Envision Wealth Planners we evaluate your life goals to make the most appropriate recommendations for you and your family. We use high-level software to evaluate your cash flows, tax situation, insurance needs, retirement needs, and investment goals.
I know that a person's or family's financial journey is one that is private, so it should be managed by someone that can leverage their expertise along with a personal touch. My process is one that won't make you feel nervous or burdened, but rather one that can be enjoyable. The long-term relationships I develop with my clients are extremely important to me and the happiness they achieve from reaching their goals is what drives my motivation.
In my spare time I love to spend time with my family, cook, and play golf. I have been involved in Florida Citrus Sports for over 10 years and have been on the Board of Directors for the Lake Nona Regional Chamber of Commerce for over 5 years.
Sean Gerlin is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
As a Fee-Only registered investment advisor I have a fiduciary oath to always act in your best interest. I'll never sell you anything that is based on a commission or referral fee. I believe transparency is key when working with a trusted advisor.
If you are looking for objective advice or just feel a little lost sometimes when it comes to your finances, please feel free to reach out, connect, or just say hi. I'm here to help!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- High Net Worth Families
- High Income Professionals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Sean Gerlin is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Sean Gerlin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Sean Gerlin is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Sean Gerlin is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Sean Gerlin is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
Contact Sean Gerlin
Office Locations:
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310 White Oak Cir
Maitland, FL 32751
