By Sean Gerlin, CFP®, ChFC®, CLU®
At Envision Wealth Partners, we serve as a personal CFO for successful families and commercial real estate executives and brokers. Just as every successful corporation has a Chief Financial Officer operating in the background, successful families should have a CFO on their team as well. Here are 3 reasons why I call myself your personal CFO and why this role is so important for long-term wealth management.
Your Time Is Valuable
Working with a personal CFO is important because your time is valuable. You shouldn’t be spending it DIY-ing your personal finances. For our commercial real estate clients, we can’t sell your next building, but we can make sure you’re doing everything possible to maximize your wealth and minimize your taxes. We will handle everything from tax efficiency to cash flow to planning for retirement. We can even help you plan for early retirement with our proactive wealth management strategies.
For the high-net-worth families we work with, we offer comprehensive wealth planning that aligns your money with your values. This includes both estate planning and charitable planning so that the wealth you’ve built can leave a lasting legacy for the people and causes you care about most.
We Care for Your Whole Family
Our first priority at Envision Wealth Partners is taking care of you and your family. This is evident from our first few meetings with prospective clients, in which we learn more not just about the person who walked in the door, but also about that person’s family and their most important goals and priorities.
By the end of the meetings, we will have a full understanding of your financial goals, needs, dreams, and concerns. Not only that, we also meet regularly to keep up with any life changes that could affect your financial plan. By taking proactive steps to incorporate changes as they occur, we keep your plan up to date and relevant no matter what pops up.
We Work With Your Team of Professionals
Comprehensive wealth management involves more than just a financial advisor. It also involves estate attorneys, insurance brokers, CPAs, and other professionals. Unless everyone is on the same page, your financial plan can easily be derailed or things can slip through the cracks.
Envision Wealth Partners acts as your personal CFO by coordinating your financial plan with all the necessary professionals on your team. There are many behind-the-scenes steps we take on your behalf so you don’t have to worry about research, paperwork, or needless phone calls and emails. This will save you time, energy, and hassle while also ensuring that your comprehensive plan stays on track for the future.
Take the Next Step
If you are a commercial real estate broker or high-net-worth individual looking for a personal CFO, we’re here to help! We will manage and coordinate the many moving pieces of your financial life so you can get back to doing what matters most to you. Learn more about our process by scheduling a no-obligation introductory phone call or reach out to me at firstname.lastname@example.org 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.