Sean M. Gilsenan CFP®

Senior Financial Advisor

Sean M. Gilsenan, CFP® has helped his clients define and achieve their financial and investment goals for over 20 years. Sean's primary focus is ensuring a dependable income stream for each client's retirement. Through consulting and interactive discussion, Sean steadfastly guides his clients to a unique and secure plan for each situation. Sean also specializes in small business retirement plans such as 401(k)s, SEP IRAs, SIMPLE IRAs, and defined benefit pension plans. Sean earned his Baccalaureate Degree in Accounting at East Carolina University. Sean currently lives in Cary, NC.

FORM ADV PART 2B