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

Sean Lacey, CFP®

CIMA®, CRPC™

Wealth Advisor

Waverly Advisors, LLC

980 Pico Pt, Ste 100
Colorado Springs, CO 80905-7179
FINANCIAL ADVISOR'S WEBSITE
(719) 741-3330 CONNECT WITH Sean
  • linkedin link

General

Sean Lacey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waverly Advisors, LLC in Colorado Springs, CO and the surrounding communities.

Financial Advisor Overview

At Waverly we offer personally tailored, comprehensive, financial planning and asset management. By truly taking the time to understand our clients' unique situations in life we can meet their needs while providing insights to help get them to their goals.

More

Financial Advisor Experience

At Waverly Advisors, LLC, my focus as a Wealth Advisor is to empower clients with personalized financial strategies that resonate with their aspirations. Leveraging the vast knowledge and skills of our team, I craft financial plans that are as unique as the individuals I serve. Our clients' goals are at the heart of every strategy we develop, ensuring their wealth is managed with the utmost expertise and care. Please reach out for a consultation or review!

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources