Sean Gerlin, CFP®, ChFC Envision Wealth Planners

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About Sean Gerlin, CFP®, ChFC

Envision Wealth Planners was founded based on the core values of family, honesty, and always doing what’s in the client’s best interest. I always think there is a way to make things better, and the experience that someone has with their financial planner shouldn’t be any different.

At Envision Wealth Planners we evaluate your life goals to make the most appropriate recommendations for you and your family. We use high-level software to evaluate your cash flows, tax situation, insurance needs, retirement needs, and investment goals.

I know that a person’s or family’s financial journey is one that is private, so it should be managed by someone that can leverage their expertise along with a personal touch. My process is one that won’t make you feel nervous or burdened, but rather one that can be enjoyable. The long-term relationships I develop with my clients are extremely important to me and the happiness they achieve from reaching their goals is what drives my motivation.

I believe that a person or family should feel okay with enjoying the life we have now and not feel burdened with fear that there may not be enough for tomorrow. By working together we can identify goals, develop a plan, and monitor and update that plan as necessary to achieve long-term financial security without sacrificing the things that are important today.

In my spare time, I love to spend time with my family, cook, and play golf. I reside in Central Florida with my wife and two children but have clients all over the country. I have been involved in Florida Citrus Sports for over 10 years and have been on the Board of Directors for the Lake Nona Regional Chamber of Commerce for over 5 years.

If you are looking for objective advice or just feel a little lost sometimes when it comes to your finances, please feel free to reach out, connect, or just say hi. I’m here to help!

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Ideal Clients

  • Coronavirus Relief
  • Established Professionals
  • Gen X
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly fee: $350+/mo
  • Flat fee: $2,500+
  • AUM: 1%

SEC Records

 

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