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Sean Menzies


Sean Menzies

Financial Advisor


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As an Independent Financial Advisor, Sean's mission is to help clients pursue financial independence through informed decision-making. Sean believes that financial planning is a lifelong, personal process that you create and adapt based on your needs, your values, and your unique situation. It is through such a process that you can work toward pursuing your most important aspirations. The following services are offered to personalize your plan:

  • Analysis of your existing cash flow and financial position
  • Identification of specific goals such as educating children, traveling, home remodeling
  • Identification of appropriate investment strategies
  • Creation of both retirement accumulation and distribution plan
  • Estate planning seeking to ensure your wealth is passed efficiently and cost effectively to the people or organization you wish, at the time and the manner you want.
After graduating with a Bachelor of Science in Business Administration from Robert Morris University in 2000, Sean continued his education by completing the Central Atlantic School of Banking Program at Bucknell University. The Central Atlantic School of Banking is a top 100 level school with courses in the banking system, understanding financial statements, federal & state banking regulations, compliance, and supervision. An LPL Registered Representative and Investment Advisor Representative with Good Life Advisors, LLC in Pennsylvania, Sean also has his life and health insurance licenses. Sean has been a Financial Advisor since 2008 and partnered with 4 other local advisors in 2013 to establish Seven Fields Wealth Management. Sean's comprehensive approach centers largely on client education and interaction. This approach allows clients to be part of the team rather than bystanders. He utilizes his experience to develop strategies that focus on preserving assets from market volatility, customizing portfolios to match the individual goals and constraints, and assisting clients with life's many unknowns as they arise.

Areas of expertise

  • Financial Planning

  • Asset Management

  • Retirement

  • Investment Advice

Education

  • B.S., Business Administration
    Robert Morris University

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