Sean Phillips

                            
CFP®, CKA

                            
Vice President of Wealth Management, Wealth Advisor

                                                        
                                                    

                                                    
Contact Sean

                            

                                                                


    

        
    

    
                            

                                            

                

            

        


        

			

		

			

				
				
				
				
				
				
				

				

				
				
				
				
				

				
				
				
				
				
Meet Sean


 


Sean brings a wealth of knowledge and experience to Chessman Wealth Strategies. He started his career in financial services with UBS. He then worked for a leading financial planning firm before moving to 1st Global as an insurance planning specialist.


Sean is a member of Ed Slott’s Elite IRA Advisor Group℠, an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. As an Ed Slott Elite IRA Advisor, Sean proves to be an advisor with the specialized knowledge to navigate an increasingly more complicated tax environment.


Sean is also a Certified Kingdom Advisor Member.


Outside of Chessman Wealth Strategies Sean enjoys spending time with his wife Cherie and their two daughters and son.


Membership in Ed Slott’s Elite IRA Advisory Group℠ is not a guarantee of future investment success, and should not be construed as an endorsement of the advisor by any client. Ed Slott and Ed Slott’s Elite IRA Advisory Group℠ is not affiliated with CWM, LLC.