Sean M. Giles
Senior Financial Advisor
"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 facilitating client service needs. He has been with the firm for a total of 20 years.
Sean began his career with StrategicPoint as a client service associate, and has also 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 appeared on StrategicPoint’s Making Money radio show on AM790 WPRV. He lives with his family in the East Bay.
Check out Sean’s most recent media appearance below: