• OUR MISSION:

     To serve the Lake Nona Region by promoting commerce and providing

    resources for the benefit of our members and the community. 

  • Sean Gerlin, CFP® ChFC® CLU®

    • Financial & Investment Services
    310 White Oak Cir
    Maitland, FL 32751
    (407) 720-6535
    Hours:
    Available by Appointment
    • About

      My financial planning services cover: Retirement planning such as IRA's & 401k's , Education planning, Estate planning, Risk Management, Insurance Planning, business succession planning, and tax planning I pride myself on tailoring my services to my clients needs. From investment advice, to comprehensive personal financial planning, complex business planning and full service wealth management I am here to serve the Lake Nona community.

      Contact me to see how I can help you develop a clear path to financial freedom.

    • Whom to Contact

      • Sean Gerlin, CFP® ChFC® CLU®
        Financial Planner
        310 White Oak Cir
        Maitland, FL 32751
        Phone: (407) 393-2007