Sean M. Giles

by

Sean M. Giles

"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 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 18 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.

Insights from Sean M. Giles

06.21.2023

Bank CDs vs Brokerage CDs

With the Federal Funds rate hovering just over 5%, CDs are popular once again. We’ve had a steady stream of requests from clients...
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5 Easy Things You Can Do Right Now To Clean Up Your Financial Home
04.8.2019

5 Easy Things You Can Do Right Now to Clean Up Your Financial Home

We recently held our annual “ShredIt” event and invited our clients to bring in any old documents that needed shredding. It was our...
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Debit Or Credit? Which To Use And When?
12.15.2016

Debit or Credit? Which to Use and When?

Debit or Credit? It’s a question we get almost every day, whether it be in person at the checkout or online and it’s...
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Are You 50 Or Older? Time To Catch Up On Your Retirement Accounts
07.29.2016

Are you 50 or older? Time to CATCH UP on Your Retirement Accounts

I’m creeping close to the big 5-0. Many say it’s one of the milestone moments and if you’re lucky it is sometimes accompanied...
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Per Capita Or Per Stirpes With Your Ira?
02.16.2016

Per Capita or Per Stirpes with your IRA?

When you selected your beneficiaries on your investment accounts, do you know if you chose “per capita” or “per stirpes”? This is quite...
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Istock 000017285252 Small Rate Of Return
03.27.2015

Three rates of return you should know: IRR, SRR and TWR

For obvious reasons, everyone wants to know their rate of return—and rightfully so. Regardless of whether it’s a “do it yourself” investor or...
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