AeroLeads people directory · profile
Sean Lovison, Cfp®, Cpa Email & Phone Number
Founder and Lead Advisor
at
Purpose Built Financial Services, LLC
1 work email found
@wjladvisors.com
2 phones found area 972
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Lead Advisor
Location
Greater Philadelphia, United States, United States
Company size
Who is Sean Lovison, Cfp®, Cpa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sean Lovison, Cfp®, Cpa is listed as Founder and Lead Advisor at Purpose Built Financial Services, LLC, a company with 1 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at wjladvisors.com, phone signal with area code 972, and a matched LinkedIn profile for Sean Lovison, Cfp®, Cpa.
Sean Lovison, Cfp®, Cpa previously worked as Founder/Lead Advisor at Purpose Built Financial Services, Llc and Principal at Wjl Financial Advisors, Llc. Sean Lovison, Cfp®, Cpa holds Bachelor Of Science, Double Major: Economics & Finance from University Of Delaware.
Company email context
Email format at Purpose Built Financial Services, LLC
This section adds company-level context without repeating Sean Lovison, Cfp®, Cpa's masked contact details.
{first}@wjladvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Sean Lovison, Cfp®, Cpa. Compare company email patterns before reaching out.
Profile bio
About Sean Lovison, Cfp®, Cpa
Hi, I'm a dedicated husband, father, financial planner, and real estate enthusiast with a love for all things outdoors.I'm lucky enough to have a job I'm passionate about: helping families find financial peace and navigate tax complexities. My approach is simple yet effective – offering flat-rate, fee-only financial planning. I believe this model is the fairest, most transparent way to provide top-notch services without tying fees to an ever-increasing stock market that annually increases 70% of the time.I pride myself on making financial advice accessible and straightforward. My goal? To be your trusted guide, ensuring financial planning is less about stress and more about smart, sustainable strategies for you and your family.Let's embark on this financial journey together, with clear guidance and your peace of mind at the forefront.Twitter: @seanlovisonBlog:purposebuiltfs.com/blog/Keywords: flat-rate financial planning, flat-rate planning flat rate financial advisor, flat rate fee only. flat rate financial advice
Listed skills include Strategic Planning, Business Strategy, Manufacturing, Process Improvement, and 20 others.
Current workplace
Sean Lovison, Cfp®, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
Purpose Built Financial Services, Llc
9 roles
Sean Lovison, Cfp®, Cpa work experience
A career timeline built from the work history available for this profile.
Founder/Lead Advisor
CurrentPurpose Built Financial Services is a flat-rate fee-only independent financial advisory firm providing financial planning, tax services, and investment management focused on corporate employees and solo entrepreneurs. All without product sales or hidden fees, only transparent and crystal clear pricing.
Sep 2023 - Present
Principal
Wjl Financial Advisors, Llc
A fiduciary, helping individuals reach financial independence and retire early through financial planning, investment management, tax planning and tax preparation.
Nov 2020 - Sep 2023
Chief Financial Officer / Vice President Of Finance
Managing the finance, accounting, and compliance aspects of a global manufacturing organization producing industrial flooring products at five factories across four countries. Partnering with the President and other executives to provide strategic leadership while managing a team executing the day to day tactics of a high growth business.- Lead the.
Oct 2016 - Nov 2020
Chief Financial Officer / Vice President Of Finance
Mar 2008 - Dec 2016
It Auditor And Consultant
Behunin & Associates
May 2007 - Mar 2008
International Accounting Manager
Jul 2003 - May 2007
Corporate Financial Analyst, Mid-Atlantic Region
Mar 2002 - Jul 2003
Internal Auditor
Jun 1999 - Mar 2002
2 education records
Sean Lovison, Cfp®, Cpa education
Bachelor Of Science, Double Major: Economics & Finance
Master Of Science (Mba), Finance
FAQ
Frequently asked questions about Sean Lovison, Cfp®, Cpa
Quick answers generated from the profile data available on this page.
What company does Sean Lovison, Cfp®, Cpa work for?
Sean Lovison, Cfp®, Cpa works for Purpose Built Financial Services, LLC.
What is Sean Lovison, Cfp®, Cpa's role at Purpose Built Financial Services, LLC?
Sean Lovison, Cfp®, Cpa is listed as Founder and Lead Advisor at Purpose Built Financial Services, LLC.
What is Sean Lovison, Cfp®, Cpa's email address?
AeroLeads has found 1 work email signal at @wjladvisors.com for Sean Lovison, Cfp®, Cpa at Purpose Built Financial Services, LLC.
What is Sean Lovison, Cfp®, Cpa's phone number?
AeroLeads has found 2 phone signal(s) with area code 972 for Sean Lovison, Cfp®, Cpa at Purpose Built Financial Services, LLC.
Where is Sean Lovison, Cfp®, Cpa based?
Sean Lovison, Cfp®, Cpa is based in Greater Philadelphia, United States, United States while working with Purpose Built Financial Services, LLC.
What companies has Sean Lovison, Cfp®, Cpa worked for?
Sean Lovison, Cfp®, Cpa has worked for Purpose Built Financial Services, Llc, Wjl Financial Advisors, Llc, Stonhard, Rpm International Inc. - Fibergrate Composite Structures, and Behunin & Associates.
How can I contact Sean Lovison, Cfp®, Cpa?
You can use AeroLeads to view verified contact signals for Sean Lovison, Cfp®, Cpa at Purpose Built Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Sean Lovison, Cfp®, Cpa attend?
Sean Lovison, Cfp®, Cpa holds Bachelor Of Science, Double Major: Economics & Finance from University Of Delaware.
What skills is Sean Lovison, Cfp®, Cpa known for?
Sean Lovison, Cfp®, Cpa is listed with skills including Strategic Planning, Business Strategy, Manufacturing, Process Improvement, Leadership, Finance, Accounting, and Auditing.
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