Sean Polley, CWM®
Invest Smarter. Preserve Wealth. Live Well.
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Polley Wealth Management
Sean Polley, CWM®
Orlando, FL
Serving Clients Nationwide
Invest Smarter. Preserve Wealth. Live Well.
Areas of Focus
- Coaching
- Estate Planning
- Exit Planning
- Faith-Based Investing
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Insurance
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Sean Polley, CWM®
Kenneth Sean Polley is a Chartered Wealth Manager and Master Financial Coach. Prior to founding Polley Wealth Management, for over 25 years, Sean has worked in wealth management for some of the largest financial institutions, such as J.P. Morgan, Charles Schwab and Fidelity Investments. He has been recognized in Orlando as a Top Wealth Manager and was nominated for Orlando Business Journal's Forty Under 40 in Orlando list. He has been an expert guest on television and quoted in many publications, including Reuters, New York Post, Newsday, Courier Post, MSN, NY1 and WESH 2.Sean is an independent and impartial adviser who puts his clients' needs first. His philosophy has remained unchanged through the years and that is to make what can be a complex financial planning process, straightforward and easy to understand. Sean is a lifelong learner, dedicated to improving the lives of his clients and giving them confidence in their financial future.
Sean was born and raised in Winter Park, Florida and graduated from the University of Florida on the National Dean's List with a major in Finance. He completed his Financial Coach Master Training through Dave Ramsey's Ramsey Solutions and the Kingdom Advisor program at Indiana Wesleyan University. He is a member of the National Association of Christian Financial Consultants, Kingdom Advisors and a member of Crossroads Impact Church in Windermere, Florida. He is blessed with the best partner in life, his wife Krisztina and an amazing son, Keaton.
Professional Designations
- Chartered Wealth Manager (CWM)
Affiliations
- National Association of Christian Financial Consultants
- National Association of Insurance and Financial Advisors
- Ramsey Solutions Financial Coach
Primary Location
250 N Orange Ave suite 1116, Orlando, Florida 32801, United States
Video
https://www.youtube.com/channel/UCrmMc5jKQaiy5RZvj9B0vqQMeeting Options
- Video Conference
- In-Person
- Phone
- Group Classes
- Webinars
Compensation Methods
- Advice-Only
- Fee Based
- Fee Only
- One-time Financial Plan
- Per Session
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
No pressure, just a conversation to get to know each other.Offers Investment Management
Yes
About Polley Wealth Management
Our team consists of seasoned professionals who possess extensive experience in managing the wealth of affluent and high net worth individuals. We understand the intricacies and complexities of your financial situation and can provide sophisticated strategies to optimize your investments.We recognize that every investor is unique, and we take the time to understand your specific objectives. Whether you are seeking to preserve your wealth, grow your portfolio, plan for retirement, or create a legacy, we will develop a customized plan that aligns with your vision and priorities.
We believe in taking a holistic approach to wealth management. Beyond investment strategies, we consider all aspects of your financial well-being, including tax optimization, estate planning, risk management, and philanthropic initiatives. Our goal is to provide you with comprehensive solutions that address your entire financial landscape.
We prioritize providing exceptional service to our clients. We offer a high-touch, personalized experience, ensuring that your needs are met with the utmost professionalism, responsiveness, and confidentiality. Our team is dedicated to building long-term relationships based on trust, integrity, and open communication.
Education
University of Florida
Volunteer Experience
Dr. Phillips Little League Under Armor Flag Football
Awards and Honors
- Top Wealth Managers - Orlando
- Best Financial Advisor - Orlando
- Best of Orlando - Financial Consultant
Badges
Languages
- English
Hobbies and Interests
- Baseball
- Basketball
- Beach
- Cars
- Church
- Eating Out
- Entertaining
- Family
- Football
- Golf
- Grilling
- Movies
- Music
- Reading
- Softball
- Sports
- Tennis
- Theater
- Traveling
- Volunteering
- Wine
- Working Out
Who We Serve
- Airline Pilots
- Artists
- Attorneys
- Baby Boomers
- Business Owners
- Christians
- College Graduates
- Contractors
- Corporate Executives
- Couples
- Crypto Investors
- Dentists
- Divorce
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Investors
- Jewish
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Parents
- Physicians
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Sales Professionals
- Scientists
- Single Women
- Specialty Sub-Contractors
- Technology Professionals
- Therapists
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- 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.
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