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. 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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.