Sean Sebold

CFP®, CFA

Sebold Capital Management, Inc.

Financial Advisor

Sean Sebold

CFP®, CFA

Sebold Capital Management, Inc.

Financial Advisor

Sometimes the smartest people make the biggest financial mistakes. They are afraid to ask for advise. This is odd given that the best athletes have coaches and the wealthiest people have advisors. - Sean Sebold, CFP®, CFA

Fee Only Financial Planner Located in Naperville, IL and Serving Clients Nationwide

Sean Sebold is a Naperville, IL fee-only financial planner.

As an independent, fee-only wealth managment firm, we are uniquely positioned to offer something yearned for in a world marked by complexity and uncertainty: an honest perspective. Unencumbered by the need to sell products or generate commissions, our holistic approach is guided by an intimate understanding of our clients and their families’ goals.

We listen, evaluate, and educate. Working closely with our clients, we generate an Investment Policy Statement. This statement serves as the unshakeable foundation of our financial advice. The challenges facing a high net-worth individual and his or her family, from investment management and tax planning to business succession and estate planning, are deeply personal and intricately intertwined.

Our experience, expertise, and implicit dedication to achieving our clients’ goals distinguishes us from other firms in wealth management. We pride ourselves on the ability to look our clients in the eye and say what we, ourselves, would do. This confidence comes from our comprehensive familiarity with our clients’ objectives and an extensive knowledge of the economic, geopolitical, regulatory, and investment market conditions that can influence their success.

Sean Sebold has over 20 years of experience in the financial planning and investment management industries. His diverse background and experience, ranging from the floor of the Chicago Mercantile Exchange to a Global Consultancy in Andersen Consulting, provide a unique vantage on wealth management.

By focusing on the distinct needs of business owners, leaders and their families, Sean is able to guide the client through life decisions that bridge the gap between wealth and quality of life.

Sean, a strong believer that education and knowledge provide value, is a part of a small group of advisors in the country that have both earned the CFP® certification and hold the CFA Charter. Both designations are the highest level of certification in their respective field.

His formal education began with a BA in English from Villanova University. He completed his CFP® education at the College for Financial Planning and went on to obtain an MBA with majors in Finance, International Business and Marketing from Northwestern University's Kellogg School.

Sean is also actively involved in the industry and community. He is a member of the Legislative Committee for the Naperville Area Chamber of Commerce and sits on the Board of Hesed House.  He is  past-president and past-chairman of the Financial Planning Association of Illinois, the largest FPA chapter in the country. After serving at the state level, Sean chaired the Financial Planning Association’s National Pro Bono Advisory Committee. He also served on the Illinois State Treasurer’s Advisory Council on Financial Education and Literacy.

Sean’s unique philosophy of financial planning has been quoted in many articles, most prominently in The Wall Street Journal, AARP Magazine, Crain’s Chicago Business, CFA Magazine, Financial Advisor Magazine, USAA Magazine and the Chicago Tribune. He has made presentations at the Kane County Bar Association, Naperville Area Chamber of Commerce, the CFA Institute of Chicago, and at the Financial Planning Association meetings. He has been a guest on WTTW’s Chicago Tonight with Phil Ponce as well as ABC’s Sunday Morning “NewsViews” with Alan Krashesky and Fox News.

When not working, Sean spends his time with his wife, four children and two dogs. He enjoys golfing, tennis, sailing, and reading.

Sean Sebold is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Sebold Capital Management, Inc. is a fee-only wealth management firm that creates maximum value for high net-worth clients. We commit to putting your needs first, providing unrivaled service guided by your priorities. We work to accomplish your goals by utilizing a holistic view of your assets and applying our deep expertise to deliver honest, straightforward advice that is refreshing to hear in this industry.

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement and Estate Planning
  • Investment Management
  • Business Succession Planning
  • Tax Planning and Charitable Giving

Ideal Clients

  • Small and Mid-Size Business Owners
  • High Net-Worth Individuals and their Entities
  • Charitable Organizations and Foundations

Working Together

  • Complimentary Initial Consultation
  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Sean Sebold is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Sean Sebold is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • CFA - Chartered Financial Analyst
    Sean Sebold is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.

Contact Sean Sebold

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Office Locations:

  • 400 E. Diehl Rd.
    Suite 100
    Naperville, IL 60563

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