Sean Gerlin, CFP®, CPWA®, ChFC®, CLU®
Creating Clarity Out Of Complexity
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Envision Wealth Planners
Sean Gerlin, CFP®, CPWA®, ChFC®, CLU®
Maitland, FL
Serving Clients Nationwide
Creating Clarity Out Of Complexity
Areas of Focus
- Alternative Investments
- Financial Life Planning
- High Net Worth
- Investment Management
- Owning a Business
About Sean Gerlin, CFP®, CPWA®, ChFC®, CLU®
Hi, I'm 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.I am a native Floridian and have had the good fortune of living in all corners of the state. After spending my early childhood in Miami, I moved to Tallahassee for high school and then graduated with honors from the University of Florida—Go Gators!
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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Private Wealth Advisor (CPWA)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
910 McGregor Way Maitland, FL 32751
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call so that we can learn more about each other and determine if we are a good fit to work together. We’ll review your primary needs, goals, and concerns while introducing you to our philosophy, process, and services. I look forward to speaking with you.Offers Investment Management
Yes
About Envision Wealth Planners
Envision Wealth Planners was founded based on the core values of family, honesty, and striving to be a master of our trade. We are always searching for a way 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.
We 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. Our process is one that won't make you feel nervous or burdened, but rather one that can be enjoyable. The long-term relationships we develop with our clients are extremely important to us and the happiness they achieve from reaching their goals is what drives our motivation.
As Fee-Only financial planners we act in a fiduciary capacity and promise to always act in your best interest. We won't try to sell you anything and are always transparent with how we are paid.
✅ Services for Commercial Real Estate Executives
As you grow in your career, your personal and professional goals will change, causing your needs to adapt. We have first-hand experience and expertise to help you understand your opportunities, get organized, and map out a custom plan for your financial future.
✅ Services for High-Income Families
Your life and circumstances are ever evolving and your financial plan should reflect that. We have the personal understanding and experience to help you establish a plan that saves you time and optimizes your entire financial picture.
Education
University of Florida, BSBC with Honors
Volunteer Experience
Finance Committee - Cannonball Kid's Cancer Past Board Chair - Lake Nona Regional Chamber of Commerce
Hobbies and Interests
- Cooking
- Family
- Golf
- Tennis
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Physicians
- Real Estate Agents
- Real Estate Investors
- Sales Professionals
- Technology Professionals
- Young Families
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