Sean Polley, CWM®

Name: Sean Polley, CWM®
Address: 250 N Orange Ave, Orlando, Florida, United States
Telephone: 407.337.1085

Invest Smarter. Preserve Wealth. Live Well.

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Modern architecture meets financial expertise – symbolizing stability and growth in wealth management.

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Polley Wealth Management Sean Polley, CWM®

Orlando, FL

Serving Clients Nationwide

Invest Smarter. Preserve Wealth. Live Well.

407.337.1085

Website

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 Me

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/UCrmMc5jKQaiy5RZvj9B0vqQ

Meeting Options

Video Conference
In-Person
Phone
Group Classes
Webinars

Book Intro Call

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 our Firm

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 Orlando Lions Travel Baseball

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
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
Corporate Executives
Couples
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
Single Women
Technology Professionals
Travel Lovers
Veterans
Widow
Women in Transition
Women 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.

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