Sean Gogola, CFP®
Portfolio and Planning Strategist
Sean has 17 years of experience in the financial services industry. He is a broker, investment advisor and CFP®, and assists clients in all aspects of financial planning, including retirement and education planning, mutual fund research, 529 plans, 10b5-1 plans, annuities, portfolio reviews, portfolio construction and life insurance. He also acts as client specialist for the firm.
Sean lives in Doylestown, Pennsylvania with his wife Erika and their two boys. Outside the office he enjoys spending time with the family, hiking, mountain biking and collecting wine.