Sean Harlan

Sean Harlan

Investment Advisor

Office: 434-266-1214
E-mail:
 

Sean has been married to his wife Alexis for over 13 years and they have three boys, Brent, Jaden, and Carter. Alexis is a Nurse Practitioner and had been a RN at Virginia Baptist and Lynchburg City Schools for over 8 years. Through the craziness of raising three boys, Sean and Alexis take advantage of getting outside. Camping, kayaking, and even blacksmithing are just a few of the outlets they use to stay sane. Sean is a Lynchburg and Bedford County native and has over 12 years in the financial services industry.

Sean has also obtained his Chartered Retirement Planning Counselor designation from the College for Financial Planning. Specializing in retirement planning, Sean’s main goal every day is to help families reach their retirement goals. He is a diligent educator of the retirement process. Sean believes in taking the extra time to educate clients and help them understand this process and the solutions presented to help navigate their biggest retirement hurdles. Whether helping with healthcare or solving for income needs, as a fiduciary, he focuses on what’s best for every client, every time.  Sean has a passion for helping others and retirement planning is a fulfillment of this passion.