Sean Giles Email & Phone Number

"I believe that maintaining long term relationships is essential to being a valued financial advisor. Working with my clients to develop a game plan and then helping them turn their goals into reality is what keeps the advising relationship strong."Sean Giles serves as Senior Financial Advisor, providing financial planning and investment advice to new and existing clients. Sean is also responsible for building client relationships and delivering the highest standard of wealth management while facilitating client service needs. Sean has been with StrategicPoint in various roles over the last 25 years, with the last 16 as a Financial Advisor. He has previously held positions as Client Service Manager, Senior Relationship Manager and Director of Sales. Sean holds the FINRA Series 65 license, as well as RI, MA, FL, NH, CO and VA Life and Health Insurance Producers Licenses. Sean lives with his family in the East Bay.Specialties: Independent Wealth ManagementPrivate Wealth ManagementRegistered Investment AdvisorInvestmentsInvestment ManagementAsset Management

Listed skills include Private Wealth Management, Financial Planning, Investment Management, Asset Management, and 1 others.