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Sean Gerlin

Board Member
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! 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.
Personal Statement
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Sean’s Favorite CKc Story