Sean Nisil, CFP® Living Well Financial Advisors, LLC

About Sean Nisil, CFP®

Sean Nisil is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience. He believes that good returns and good values are not mutually exclusive.

Sean is passionate about helping Christian investors align their faith with their finances through Biblically Responsible Investing (BRI) and values based financial planning. He loves simplifying the complex and has developed wealth management solutions for clients across the country.

Uniquely equipped in this space, Sean received his undergraduate degree in Theology and Biblical Studies from Biola University, and his Executive Financial Planner Certification from San Diego State University.

His desire to provide faith based financial planning solutions for a fair and reasonable price led to the creation of Living Well Financial Advisors, LLC. Rejecting the common percentage-of-assets compensation model, the firm offers its services for a transparent annual retainer fee.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Biblically Responsible Investing (BRI)
  • Christian Business Owners
  • Christian Faith Based

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $425+/mo
  • Flat Fee: $2000+/engagement

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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