Sean D. Ries, Owner Financial Planner, MBA, MSFS, CFS, AIF

Sean D. Ries, Owner
Financial Planner, MBA, MSFS, CFS, AIF

Sean has spent nearly 25 years working in the financial services industry.  In 2003 he founded Core Wealth Management with the goal of providing a one-stop resource for his clients’ financial needs, from planning for college, saving for retirement and  preparing for the unexpected.

As an independent financial advisor, he is able to choose from a broad array of financial resources to help you pursue your goals. His focus is solely on you, aligning your goals with investment strategies, providing guidance throughout each phase of your life.

Sean holds a Bachelor’s Degree in Political Science and Sociology from Gettysburg College. In 2009, Sean completed The Institute of Business and Finance’s MBA program and currently holds, along with his MBA, a Master of Science in Financial Service (MSFS). He also holds a Certified Fund Specialist (CFS) designation and an Accredited Investment Fiduciary (AIF) designation.

Check the background of this investment professional on FINRA’s BrokerCheck

 
 

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Core Wealth Management are not affiliated.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

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