Sean Polley, CWM®

Invest Smarter. Preserve Wealth. Live Well.

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Polley Wealth Management Sean Polley, CWM®
Orlando, Florida

Serving Clients Nationwide

Invest Smarter. Preserve Wealth. Live Well.

Areas of Focus

  • Biblical Finance
  • Financial Life Planning
  • Inherited Wealth
  • Insurance
  • Investment Management
  • Retirement Planning
  • Setting Up Retirement Accounts
  • 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
  • visiWealth Advisor

Primary Location

250 N Orange Ave suite 1116, Orlando, Florida 32801, United States

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

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

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
  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dentists
  • Divorce
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Healthcare Professionals
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Military
  • Newly Engaged / Newlywed
  • Nonprofit Employees
  • Parents
  • Physicians
  • Real Estate Agents
  • Real Estate Investors
  • Widow

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.