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
- Cryptocurrency
- 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 has dedicated over 29 years to transforming the financial futures of high-net-worth families and individuals as a Chartered Wealth Manager and Master Financial Coach. As the founder of Polley Wealth Management, Sean brings the expertise gained from leadership roles at premier financial institutions—J.P. Morgan, Charles Schwab, and Fidelity Investments—while offering the personalized service and unbiased guidance that only true independence can provide.Recognized as one of Orlando's Top Wealth Managers and nominated for the prestigious Orlando Business Journal's Forty Under 40, Sean has established himself as a trusted voice in wealth management. His expertise has been sought by major media outlets including Reuters, New York Post, MSN, NY1, and WESH 2, where he provides insights on complex financial markets and planning strategies.
Sean's approach is built on a fundamental belief: sophisticated financial planning should never feel overwhelming. He excels at distilling complex investment strategies and tax-efficient planning into clear, actionable guidance that empowers clients to make confident decisions about their wealth. As an independent fiduciary, Sean's loyalty lies exclusively with his clients—not corporate quotas or proprietary products.
A University of Florida honors graduate (National Dean's List) with a Finance degree, Sean continuously advances his expertise through elite training programs, including Dave Ramsey's Financial Coach Master Training and Indiana Wesleyan University's Kingdom Advisor certification. His commitment to excellence extends beyond credentials—he's a lifelong learner dedicated to staying ahead of evolving markets and regulations to better serve his clients.
Deeply rooted in Central Florida, Sean was born and raised in Winter Park and remains actively involved in his community through Crossroads Impact Church in Windermere. He shares his greatest achievements with his wife Krisztina and son Keaton, who inspire his commitment to building lasting legacies for the families he serves.
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
- Fee Only
- Offers Advice-Only Services
- 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 seasoned professionals bring decades of proven expertise in navigating complex wealth challenges for affluent and high net worth families. We don't just manage portfolios—we architect sophisticated financial strategies that deliver measurable results and protect what matters most to you.Your financial goals are as unique as your family's story. Rather than offering cookie-cutter solutions, we invest time upfront to deeply understand your priorities—whether that's accelerating wealth growth, securing your retirement lifestyle, or building a meaningful legacy. Every strategy we craft is precision-built around your specific vision for the future.
True wealth management extends far beyond investment selection. We orchestrate every element of your financial life—from tax-efficient portfolio construction and estate planning optimization to strategic risk protection and philanthropic impact planning. This integrated approach ensures no opportunity is missed and no detail overlooked.
You deserve more than transactions—you deserve a trusted partnership. Our clients experience white-glove service marked by proactive communication, rapid responsiveness, and absolute discretion. We're not just managing your wealth; we're safeguarding your family's financial future with the care and attention it deserves.
Education
University of Florida
Volunteer Experience
Dr. Phillips Little League Under Armor Flag Football Travel Baseball
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
- Attorneys
- Baby Boomers
- Business Owners
- Christians
- 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
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