Chief Executive Officer
Polley Wealth Management
Sean works as a financial professional in the following areas
Accounting,Biblical Responsible Investing (BRI),Cash Management,Charitable Giving,Debt Management,Financial Planning,Government and Military,Healthcare Planning,Insurance Planning,Investment Management,Legacy Planning,Life Planning,Long-Term Care,Retirement Planning,Social Security Planning
Clients rely on Sean for his expertise in
Financial Advisor,Financial Planner,Insurance,Registered Investment Advisor
And God blessed them. And God said to them, – Genesis 1:28
Contact Sean today!
Meet Sean Polley
Helping clients since 1996
About Polley Wealth Management
In business since
Sean Polley is a Chartered Wealth Manager and Master Financial Coach. Prior to founding Polley Wealth Management, for over 23 years, Sean has worked in wealth management for some of the largest financial institutions, such as J.P. Morgan, Charles Schwab and Fidelity Investments. He has been recognized in Orlando as a Top Wealth Manager and was nominated for Orlando Business Journal's Forty Under 40 in Orlando list. He has been an expert guest on television and quoted in many publications, including Reuters, New York Post, Newsday, Courier Post and NY1.
In addition to Sean's leadership experience, he specializes in building, and protecting, wealth. Sean is an independent and impartial adviser who puts his clients' needs first. His philosophy has remained unchanged through the years and that is to make what can be a complex financial planning process, straightforward and easy to understand. Sean is a lifelong learner, dedicated to improving the lives of his clients and giving them confidence in their financial future.
Sean was born and raised in Winter Park, Florida and graduated from the University of Florida with a major in Finance. He is a member of the National Association of Christian Financial Consultants and a member of Lifebridge Church in Windermere, Florida. He is blessed with the best partner in life, his wife Krisztina and an amazing son, Keaton.
Sean is Licensed in Florida
Sean has been an NACFC Member since
To provide confidence in the financial future of every individual, and family, through sound financial planning and wealth management.
Polley Wealth Management 7208 W. Sand Lake Rd., Suite 305D Orlando, FL 32819
Office Phone: 407.337.1085 Direct: 407.337.1085
Number of Employees: 1-10 Financial Professionals: 1-10 Assets Managed: 1-100m