Sean Gerlin

CFP® ChFC® CLU® | Envision Wealth Planners


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

Throughout his career, Sean has always been driven by a desire to help others identify their values, define personal goals, and develop plans to achieve them. As a Certified Financial Planner™ and a Registered Investment Advisor, he is committed to acting in the best interests of his clients to help them pursue their dreams of financial stability and independence.

Sean is a native Floridian who has had the good fortune of living in all corners of the state. After spending his early childhood in Miami, he moved to Tallahassee for high school and then graduated with honors from the University of Florida—Go Gators! Sean earned his CFP® designation in 2015.

Sean and his wife, Nicole, spent a few years in South Florida before settling in the Orlando area to raise their family. They have two children, Avery and Will, who fill their lives with joy and wonder each and every day. When Sean isn’t working, you can find him spending time with his family, attending dance recitals, assisting with baseball coaching duties, on the golf course, enjoying time with friends, or cooking up something new and tasty in the kitchen.