Sean Lamb, CFP®, Wealth Manager

Sean Lamb is a Wealth Manager for Creative Planning, Inc. He works directly with clients to understand their needs and concerns in order to develop and implement customized financial planning strategies to achieve their goals. He works specifically in the areas of investment, tax, insurance, education, estate, and retirement planning.

Sean has over 16 years of financial planning experience. Prior to joining Creative Planning, he worked as a Financial Consultant and Vice President for a major national financial services firm.

Sean graduated from Towson University in Towson, Maryland with a Bachelor of Science degree in Business Administration. He also holds the CERTIFIED FINANCIAL PLANNERTM certification.

Sean, his wife Rachel and their daughter Keira live in Fort Lauderdale, Florida. He enjoys running, traveling, spending time with his family, and creative writing.

(954) 594-2155

[email protected]

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PETER MALLOUKPRESIDENT
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