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
- Biblical Finance
- Financial Life Planning
- Inherited Wealth
- Insurance
- Investment Management
- Owning a Business
- Retirement Planning
- Social Security
About Me
Kenneth Sean Polley is a Chartered Wealth Manager and Master Financial Coach. Prior to founding Polley Wealth Management, for over 24 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 Lifebridge 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
- National Association of Insurance and Financial Advisors
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 our Firm
We are the premier innovative boutique provider of wealth management and financial planning services and we were named Best of Orlando - Financial Consultant, Best Financial Advisors in Orlando and Top Wealth Manager - Orlando. For over two decades, our advisors have been providing clients with sound, professional and unbiased financial advice, investment management and wealth planning.Our philosophy has remained unchanged through the years and that is to make what can be a complex process, straightforward and easy to understand. We partner with you and utilize numerous best-in-class professionals to ensure that you benefit from the best available guidance, advice and management services. We challenge the methods in which traditional and non-traditional financial firms provide services to meet the needs of their clients.
We specialize in the creation, and protection, of wealth through comprehensive financial, insurance and retirement planning. We are independent and impartial advisors who put our clients' needs first. We are here to assist our clients as a true fiduciary, meaning, we do not have any allegiance to any bank, mutual fund company, insurance company, or any entity other than you, our client.
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
- 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
- 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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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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