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, associated with Raymond James since 2017. 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 for his career.
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.
Sean works closely with Kristin Millan, Client Service Associate. View her Bio.
My wife, Charlene, and I have raised two beautiful daughters who are now in college. We are incredibly proud of them as they pursue their passions and embark on their careers soon. Charlene and I like to keep active, and we are focused on our family, so when we’re not at work, we are spending time with our family and friends or enjoying time with each other.