Sean Flynn, CFP^®, CFA^® , ChFEBC℠

Sean is an experienced wealth management professional that works with individuals and families to assist them in accomplishing their retirement, investment, estate, and philanthropic goals. He creates customized investment strategies tailored to each client’s specific needs and unique situations, including tax-efficient investing and retirement planning. Sean believes strongly in the importance of financial literacy and enjoys working with multiple generations regarding wealth and legacy planning.

Sean has over 24 years of experience in advisory and leadership roles in the financial services industry. Prior to joining PlanVest, he held positions at Vanguard, Wells Fargo Private Bank, PNC Private Bank, and a private firm specializing in ultra-high-net-worth asset management strategies. Sean has conducted numerous educational seminars and speaking engagements on various wealth management topics as well as economic and financial market conditions.

Sean earned the prestigious CHARTERED FINANCIAL ANALYST® (CFA®) designation in 2008, the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2011 and holds the certification of Chartered Federal Employee Benefits Consultant (ChFEBC℠). He is a member of the CFA Society of Baltimore, the Baltimore Estate Planning Council, the Council of Financial Educators, and the Association of Financial Educators. He received his Bachelor of Science degree in Finance from The College of New Jersey (TCNJ). Sean believes in lifelong learning and is currently completing the Chief Investment Officer Executive Education program at Columbia University Business School in New York.

Sean lives in Fallston, MD with his wife, daughter, and their chihuahua. He enjoys reading, traveling, swimming with his daughter, stock research, watching football, and volunteering at his daughter’s school and sports activities.

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