Schedule a Meeting

Become A Client

Sorry, no posts matched your criteria.

Sean Smith, CFP®

Wealth Manager, Partner
Sean serves as a Partner and Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Sean practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Sean’s approach focuses on a thorough understanding of your circumstances to provide you with a truly customized plan to help achieve your goals. With over 15 years of experience in the financial services industry, Sean offers his clients a truly comprehensive planning experience. Sean earned a Bachelor of Arts degree from Boston University. Sean is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Sean and his wife, Cassie, enjoy traveling and spending time with their two dogs.

*See all Creative Planning disclosures and sources.

Sorry, no posts matched your criteria.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

U

Please Enter Valid Zip Code

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021