About Us

Your Trusted Partner For All Things Financial

THE STORY BEHIND OUR FIRM

Advocating For Your Goals And Success

Sean Gerlin founded Envision Wealth Planners in 2018 to provide clients with comprehensive financial advice that is always in their best interest. As a former brokerage firm advisor, he wanted to shift the focus from product sales to holistic financial planning and investment management.

Although most advisors do strive to put their client’s interests first, many do not have a fiduciary oath to do so. As an Independent Registered Investment, Fee-Only Advisor, Envision always puts our clients first. We are not tied to any specific company offerings or investments and do not take commissions from any product sales, invest in mutual funds that come with heavy sales loads, or take any referral fees.

Our FIRM

What We Stand For

Our Mission

Our mission is to provide goal-oriented advice consistent with the values of our firm so you can live life to the fullest.

Our Purpose

Our purpose is to cultivate a superior client relationship that aligns our values with yours to help you live your best life.

Our Values

We will always value and prioritize family, honesty, and the continual pursuit of mastering our trade.

Meet Founder

Sean Gerlin, CFP® CPWA® ChFC® CLU®

Throughout my career, I have always been driven by a desire to help others by identifying their values, defining their personal goals, and developing plans to achieve them. As a Certified Financial Planner™ and a Registered Investment Advisor, I am committed to acting in the best interests of my clients to help them pursue their dreams of financial stability and independence.

I am a native Floridian and have had the good fortune of living in all corners of the state. After spending my early childhood in Miami, I moved to Tallahassee for high school and then graduated with honors from the University of Florida—Go Gators!

My wife, Nicole, and I spent a few years in South Florida before settling in the Orlando area to raise our two incredible children, Avery and Will. When I'm not working, you'll find me spending time with my family, attending my kid’s many extracurricular activities, golfing, traveling, enjoying time with friends, or cooking up something new and tasty in the kitchen.

SCHEDULE A CONSULTATION

Let’s Get To Know
Each Other

We would love to learn more about your needs before determining if we're the right advisor for you

SCHEDULE A CONSULTATION

PROUD MEMBERS OF