Financial Advisor in Orlando, FL
Kenneth Sean Polley is a Chartered Wealth Manager and Master Financial Coach. Prior to founding Polley Wealth Management, for over 25 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 MarketWatch, Reuters, New York Post, Newsday, Courier Post, NY1, WESH 2, Wealthtender and Dividend Power.
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 on the National Dean's List with a major in Finance. He completed his Financial Coach Master Training through Dave Ramsey's Ramsey Solutions and the Kingdom Advisor program at Indiana Wesleyan University. He is a member of the UF Advisor Network, National Association of Christian Financial Consultants, Kingdom Advisors 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.
Polley Wealth Management
Polley Wealth Management is the premier innovative boutique provider of wealth management and financial planning services and we were named Best Financial Advisors in Orlando. For over two decades, our advisors have been providing clients with sound, professional and unbiased financial advice, investment management and wealth planning.
Our philosophy has remained unchanged through the years and that is to make what can be a complex process, straightforward and easy to understand. We partner with you and utilize numerous best-in-class professionals to ensure that you benefit from the best available guidance, advice and management services. We challenge the methods in which traditional and non-traditional financial firms provide services to meet the needs of their clients.
We specialize in the creation, and protection, of wealth through comprehensive financial, insurance and retirement planning. We are independent and impartial advisors who put our clients' needs first. We are here to assist our clients as a true fiduciary, meaning, we do not have any allegiance to any bank, mutual fund company, insurance company, or any entity other than you, our client.
RIA - Sean Polley
Previous Work Experience
Duration: 2013 - 2017
Duration: 2017 - 2019
Advisor SEC/CRD #
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Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser in the State of Florida.