Life, even in normal times, is full of change. Then we have a wild year like the one we just walked through and it’s hard to remember what the world was like pre-2020. Thankfully, you don’t need to lose sleep over (nor can you control) inflation, supply chain issues, or the other crazy headlines we see daily.
Even if you’re not stressed, that doesn’t mean it’s not important to find an advisor you can trust and work with to help strategize your finances and plan for a bright future. At Envision Wealth Planners, our job is to help you live life to the fullest. Whatever happens in your life, or whatever questions you have, you can always count on us.
Do your friends and family have this kind of support system?
Do You Know Someone We Could Help?
That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. So, if you know someone who may benefit from our caring and knowledgeable guidance as they pursue their financial goals, or someone who needs an accountability partner to help them stay on track, we are happy to provide them with a complimentary financial consultation.
We believe that the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your life to the fullest. The best gift you can give your family and friends this holiday season is an encouragement to take the first step toward a healthy financial future.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll spread the word to a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, please share this article with them or have them contact us at email@example.com or 407.720.6535.
Sean Gerlin is founder, principal, and a financial planner at Envision Wealth Planners, an independent financial advisory firm founded on the core values of family, honesty, and a determination to be a master of the trade. With almost 10 years of experience, Sean specializes in serving affluent families and commercial real estate executives and brokers, providing comprehensive, customized financial guidance and services for their complex financial needs. Sean acts as a family CFO, managing and coordinating the many moving pieces of his clients’ financial lives. Sean is known for his commitment to building long-term relationships and paying personal attention to each client. He is passionate about helping his clients experience the relief that comes from having organized and well-planned strategies and portfolios, and he desires to help them by shouldering some of the financial burdens they face.
Sean has a bachelor’s degree from the University of Florida and holds the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Chartered Life Underwriter® certifications. When he’s not working, you can find him cooking, eating good food, traveling, coaching his son’s baseball team, or playing golf. He loves spending time with his wife, Nicole, and their two kids, Avery and Will, and entertaining friends in their beautiful backyard. To learn more about Sean, connect with him on LinkedIn.