Sean M. Giles

Senior Financial Advisor

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 delivering the highest standard of wealth management while facilitating client service needs.

Sean has been with StrategicPoint in various roles over the last 25 years, with the last 16 as a Financial Advisor. He has previously 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 lives with his family in the East Bay.



Check out Sean’s most recent media appearance below: