Established for families who desire to make the most of their resources for the opportunities ahead.
Sean M. Williams, CFP® serves families who desire to make the most of their resources so they can achieve greater opportunities.
Sean received his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board. He is a member of the Financial Planning Association and the FPA Maryland Chapter. Additionally, Sean serves on Cambridge Investment Research’s New Century Council where he focuses on preparing for where the marketplace will be in the next seven to ten years.
Sean has been quoted in The Wall Street Journal, USA Today, Fortune, Money, MarketWatch, Investor's Business Daily, The Street, InvestmentNews, Financial Planning Magazine, and Financial Advisor Magazine among other publications. He has been a featured speaker and panelist at business and financial conferences as well.
He is a graduate of Towson University, College of Business and Economics, where he earned a Bachelor of Science in Business Administration.
Sean and his wife, son, daughter, and dog, live in Baltimore County, Maryland. He enjoys making memories with his family, reading books, taking daytrips, touring gardens, watching documentaries, and has a strong affinity for coffee and Korean barbeque.
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