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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

17 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

407.720.6535

Website

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

Primary Location

910 McGregor Way Maitland, FL 32751

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

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 Disclosure

Who 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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 28, 2025
I've been working with Sean for over 7 years now for financial guidance and have been very pleased with his ability to set up a tailored financial plan for my wife and I. He's very easy to work with and has delivered great results for us. I would highly recommend Sean to anyone looking for a highly trustworthy financial planner!
Relationship to Financial Advisor: Client as of Aug 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for William Huszagh
William Huszagh

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 26, 2025
As my time approached to retire, I knew there were going to be many decisions and options in providing for my financial future and setting a plan route to follow and maintain a great retirement. So, asking Sean Gerlin to be my Financial Planner was the best decision I made so he could review and provide me with a proposal plan to follow in enjoying a successful retirement. Sean is always available for consultation or any matters that may present themselves, updating me on newer options available to continue my retirement. Thanks to Sean I feel more confident about my future.
Relationship to Financial Advisor: Client as of Aug 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Al Oswald
Al Oswald

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 25, 2025
I have found Sean Gerlin not only to be incredibly knowledgeable regarding financial planning and competitive investment, but also to be adept in explaining the fine print on such matters. He has always been easy to reach and responds promptly to questions and concerns. 10/10.
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brett Everett
Brett Everett

Financial Security

✅ Wealthtender Certified Advisor Review™
Aug 25, 2025
When considering retirement there were many decisions to be made. The best decision was having Sean Gerlin as my Financial Planner. He reviewed and advised me to the best investments, not only for the time, but for the years ahead. He is always available to discuss any questions I may have, and to just talk to see how I am doing, as well as my family. He always tells me if I need more money, just let him know! Sean’s financial advice and personal attention have made retirement easier, knowing I am financially secure.
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sandy Oswald
Sandy Oswald

Financial Security

✅ Wealthtender Certified Advisor Review™
Aug 25, 2025
As my time approached to retire, I knew there were going to be many decisions and options in providing for my financial future and setting a plan route to follow and maintain a great retirement. So, asking Sean Gerlin to be my Financial Planner was the best decision I made so he could review and provide me with a proposal plan to follow in enjoying a successful retirement. Sean is always available for consultation or any matters that may present themselves, updating me on newer options available to continue my retirement. Thanks to Sean I feel more confident about my future.
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Allen Oswald
Allen Oswald

One of the Best Financial Decisions I've Made

✅ Wealthtender Certified Advisor Review™
Aug 25, 2025
Working with Sean Gerlin with Envision Wealth Planners has been one of the best financial decisions I’ve made. He takes the time to truly understand our goals and explain complex concepts in a way that’s clear and easy to follow. I feel more confident and organized about my financial future, knowing I have a plan tailored to my needs. His professionalism, responsiveness, and genuine care have given me real peace of mind
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Deb Tomczak
Deb Tomczak

Highly Recommended

✅ Wealthtender Certified Advisor Review™
Aug 25, 2025
We have been working with Sean for many years now and are very pleased with his communication and management of our retirement funds. We have highly recommended him to our family, friends and coworkers.
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Andrea Byrge
Andrea Byrge

Highly Recommended

✅ Wealthtender Certified Advisor Review™
Aug 25, 2025
Since my retirement I needed a trusted person to handle my 401K . Sean was highly recommended, and I have been so pleased working with him. He knew exactly where to invest my money for the highest return. He responds and completes my email requests within 24 hours. As recommended to me I would highly agree and recommend him for future investors.
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nancy B
Nancy B

I Highly Recommend Sean

✅ Wealthtender Certified Advisor Review™
Aug 22, 2025
We have worked with financial advisors in the past and never felt like we had a firm grasp of our entire financial position. We switched to Sean about 5 years ago and it has been such an incredibly different (and wonderful) experience! He takes a holistic approach to financial planning and truly acts as the quarterback to our entire financial future - from retirement planning to college savings to tax planning. He has tailored his recommendations and overall strategy to align with our short and long-term goals and I am continually impressed by his industry knowledge and vast array of options presented to us. If you’re looking for a financial advisor who combines expertise with genuine care for their clients, I highly recommend Sean. He has truly gone above and beyond.
Relationship to Financial Advisor: Client as of Aug 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lisa Ramey
Lisa Ramey

We Could Not be Happier

✅ Wealthtender Certified Advisor Review™
Aug 22, 2025
We have been working with Sean for over 5 years and he has made a dramatic improvement on our family's overall financial position. He brings a holistic approach to financial planning and does so much more than just picking stocks for us to invest in. He has brought a wide range of alternative investment opportunities that we otherwise wouldn't have been exposed to as well as advising on life insurance, estate planning and just being an overall counselor to our family's long term strategic plan. We could not be happier with our decision to work with him and whole heartedly recommend him.
Relationship to Financial Advisor: Client as of Aug 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Scott Ramey
Scott Ramey

Thoughtful Approach

✅ Wealthtender Certified Advisor Review™
Aug 22, 2025
Envision and Sean bring creative strategies and a thoughtful approach that is tailored to our personal goals. Working with Envision has been a fantastic experience.
Relationship to Financial Advisor: Client as of Aug 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tyler Everett
Tyler Everett

Personal Approach with Top Notch Advising

✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
Would give six stars if I could! Sean has a talent for navigating two people with very different investment mindsets and somehow finds the perfect balance my husband and I can both agree on- not an easy feat! He listens, he advises, he has access to one of a kind opportunities. If you’re looking for a truly personalized advisor who treats you like family, look no further!
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kristen Pontius
Kristen Pontius

Reliable, helpful advice

✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
Reliable, helpful advice and great line of communication.
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Soraya Fakih
Soraya Fakih

Very Smart and Trustworthy

✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
Sean is a very smart and trustworthy person so I know my money is in good hands!
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jean Hinners
Jean Hinners

Highly Recommend

✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
Sean Gerlin has been providing financial planning and advice for our family since 2012. From the very start, Sean helped us develop a plan that not only allowed us to reach our financial goals, but more importantly, provide peace of mind from his regular communication and consistent review and updating of our portfolio. I can highly recommend Sean‘s services to anyone looking to reduce the stress of what their financial future holds for them.
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for David Tomczak
David Tomczak

Wealth of Knowledge

✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
Sean is a wealth of knowledge and experience. He is able to point out things in a tactful way to a novice investor, who is not able to see the whole picture yet.
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John Henderson
John Henderson

Highly Recommend

✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
Sean has been our financial advisor for several years, and we highly recommend Sean to anyone seeking a dedicated and insightful partner to manage their financial future. He consistently provides practical and responsive guidance for our financial planning, which is exactly what we need. What truly distinguishes Sean is his personal perspective and genuine dedication to understanding our entire family's goals. He takes the time to meet with my husband and me together, ensuring that all our individual dreams, aspirations, and financial needs are aligned. This collaborative approach has been essential in managing our savings effectively and keeping us on track to achieve our long-term goals and dreams. We trust Sean's advice. Along with his personalized method, he turns complex financial data into clear and actionable steps.
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mary Beth Jones
Mary Beth Jones
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