Sean  Guldi,  CFP<sup>&reg;</sup> - Financial Advisor

Sean Guldi, CFP®

Chief Investment Officer

B&C Financial Advisors

110 Professional Dr., Ste 101
Ponte Vedra Beach, FL 32082
FINANCIAL ADVISOR'S WEBSITE
(800) 893-2324
(904) 273-9850
CONNECT WITH Sean
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General

Sean Guldi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at B&C Financial Advisors in Ponte Vedra Beach, FL and the surrounding communities.

Financial Advisor Overview

Our firm is here to help you invest in a good night's sleep. Simple, straightforward, and specialized to your needs.

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Financial Advisor Experience

15 years of experience in finance and investments. 10+ years at the same firm delivering high quality investment and planning advice on a fee only basis.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Irregular Income, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources