Sean P. Gross,  CFP<sup>&reg;</sup> - Financial Advisor

Sean P. Gross, CFP®

AIF®

CEO / Founder

Telos Wealth Management, LLC

656 N. Miller Street
Wenatchee, WA 98801
FINANCIAL ADVISOR'S WEBSITE
(509) 664-8844

General

Sean Gross is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Telos Wealth Management, LLC in Wenatchee, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - LUTCF

Insurance Licenses

  • Life insurance: WA, MT, AZ
  • Health/disability insurance: WA
  • Property/casualty: WA
  • Fixed annuities: WA, MT, AZ
  • Variable annuities: WA, MT, AZ

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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