Sean Gerlin

Throughout my career, I have always been driven by a desire to help others by identifying their values, defining their personal goals, and developing plans to achieve them.

As a Certified Financial Planner™ and a Registered Investment Advisor, I am committed to acting in the best interests of my clients to help them pursue their dreams of financial stability and independence. My wife, Nicole, and I spent a few years in South Florida before settling in the Orlando area to raise our two incredible children, Avery and Will. When I'm not working, you'll find me spending time with my family, attending my kid’s many extracurricular activities, golfing, traveling, enjoying time with friends, or cooking up something new and tasty in the kitchen. My practice centers around helping higher income and higher net worth professionals with investments, (including private markets and alternatives), tax planning and efficiency, estate, and insurance planning. I am a fee only advisor and advocate, meaning I don't sell any products or work off of commissions. I love working with my clients and developing amazing relationships with them.