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Sean P. Lee, Msfs Email & Phone Number
Managing Partner
at
Elevated Capital Advisors, LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Managing Partner
Location
Salt Lake City Metropolitan Area, United States, United States
Company size
Who is Sean P. Lee, Msfs? Overview
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Quick answer
Sean P. Lee, Msfs is listed as Managing Partner at Elevated Capital Advisors, LLC, a company with 11 employees, based in Salt Lake City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Sean P. Lee, Msfs.
Sean P. Lee, Msfs previously worked as Managing Partner/ Founder/ Investment Advisor Representative at Elevated Retirement Group - Salt Lake City and Director of Financial Services at Galileo Financial Group. Sean P. Lee, Msfs holds Msfs, Masters Of Science In Financial Services from Institute Of Business Finance.
Company email context
Email format at Elevated Capital Advisors, LLC
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Elevated Capital Advisors, LLC
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Profile bio
About Sean P. Lee, Msfs
When you think about retirement, do these questions come to mind:* When can I retire?* Do I have enough saved to retire?* Will my assets last as long as I do?* Will I be okay?If you are unsure about any of these, then sitting down with my team may be something to consider.Our clients experience an unprecedented personal relationship when working with Elevated Retirement Group. Through first-class professionalism, we place the highest importance on business ethics, unbiased counsel, and an extension of public knowledge on current issues affecting retirees and their beneficiaries.To request a time to speak our team about your unique situation, simply message us on LinkedIn, contact the office at 385-474-7015 or email us at askelevated@erg-slc.com
Listed skills include Estate Planning, Financial Advisory, Series 63, Financial Planners, and 41 others.
Current workplace
Sean P. Lee, Msfs's current company
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Elevated Capital Advisors, Llc
5 roles
Sean P. Lee, Msfs work experience
A career timeline built from the work history available for this profile.
Managing Partner/ Founder/ Investment Advisor Representative
CurrentSean is the President and Founder of Elevated Retirement Group with offices in Sandy and St. George, Utah. Elevated Retirement Group offers a wide variety of programs and services which are individually tailored to each of its client’s financial needs. With a unique focus on capital preservation, Sean utilizes the best suited tools in the industry to help.
Jan 2012 - Present
Managing Partner
Current
Jun 2016 - Present
Director Of Financial Services
Sean is the Director of Financial Services for Galileo Financial Group, LLC. Not only does he work closely with his clientele, Sean also spends a great deal of his time training and working closely with advisors and representatives of Galileo. He is an investment advisor representative who takes a fundamental approach to assisting and teaching his clients.
Oct 2006 - Dec 2011
Financial Representative
Intermountain Financial Advisors
Mar 2003 - Oct 2006
2 education records
Sean P. Lee, Msfs education
Msfs, Masters Of Science In Financial Services
Institute Of Business Finance
Bachelors, Finance
FAQ
Frequently asked questions about Sean P. Lee, Msfs
Quick answers generated from the profile data available on this page.
What company does Sean P. Lee, Msfs work for?
Sean P. Lee, Msfs works for Elevated Capital Advisors, LLC.
What is Sean P. Lee, Msfs's role at Elevated Capital Advisors, LLC?
Sean P. Lee, Msfs is listed as Managing Partner at Elevated Capital Advisors, LLC.
Where is Sean P. Lee, Msfs based?
Sean P. Lee, Msfs is based in Salt Lake City Metropolitan Area, United States, United States while working with Elevated Capital Advisors, LLC.
What companies has Sean P. Lee, Msfs worked for?
Sean P. Lee, Msfs has worked for Elevated Capital Advisors, Llc, Elevated Retirement Group - Salt Lake City, Galileo Financial Group, and Intermountain Financial Advisors.
How can I contact Sean P. Lee, Msfs?
You can use AeroLeads to view verified contact signals for Sean P. Lee, Msfs at Elevated Capital Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Sean P. Lee, Msfs attend?
Sean P. Lee, Msfs holds Msfs, Masters Of Science In Financial Services from Institute Of Business Finance.
What skills is Sean P. Lee, Msfs known for?
Sean P. Lee, Msfs is listed with skills including Estate Planning, Financial Advisory, Series 63, Financial Planners, Fixed Annuities, Bonds, Insurance, and Retirement Planning.
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