Sean Williams, CFP, RICP, MBA
Re-think the Financial Planning Experience
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Cadence Wealth Partners
Sean Williams, CFP, RICP, MBA
Concord, NC
Serving Clients Nationwide
Re-think the Financial Planning Experience
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Advisor
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Sean Williams, CFP, RICP, MBA
I got into financial planning after serving 7 years as an amphibious assault officer in the Marine Corps. I figured after driving floating tanks filled with Marines, what translates better in the real world than helping people with complex financial decisions? I also held Linguistics and Political Science degrees from the University of Florida, so, naturally, that made me eminently qualified to perform in-depth mathematical calculations.Joking aside, the real reason I took the leap into the financial planning world had to do with my family. I witnessed an unusually high divorce rate in the military and kids being without their parents during big life milestones because of training or deployments. I made a commitment to myself, my wife, and my son (and future kids) that I would be present for everything. We would never miss an event, big or small.
This career path offered the opportunity to maximize time with my family while, at the same time, helping guide other families through incredibly complex and emotional conversations. I always joke with people that I’m actually a therapist, rather than a financial coach.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Master of Business Administration (MBA)
- Retirement Income Certified Professional (RICP)
Affiliations
- CFP Board
- Financial Planning Association
Primary Location
845 Church St N Concord NC
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Quick conversation to determine if we are a good fit for one another.Offers Investment Management
Yes
About Cadence Wealth Partners
Traditional financial planning and wealth management tends to be overly complicated (sometimes needlessly so) and not overly engaging. But it doesn't have to be.Solutions without Sales to your problems of:
-high taxes
-financial independence
-leveraging your business
-protecting your loved ones
-exiting your business
-passing it down
Whether you're just starting out or nearing the finish line, discover the guidance you deserve. Just be advised: No jerks allowed.
Education
University of Florida, BA; University of Florida, MBA
Volunteer Experience
Board Member and Co-Flight Director for Queen City Honor Flight (2016-present) Meals on Wheels - 3 Fridays/month (2022-present)
Hobbies and Interests
- Banjo
- Family
- Football
- Woodworking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Contractors
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Living in Retirement
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