Sean Lacey, CFP^®

CIMA^®, CRPC™

Wealth Advisor

Waverly Advisors, LLC

980 Pico Pt, Ste 100
Colorado Springs, CO 80905-7179

FINANCIAL ADVISOR'S WEBSITE

https://waverly-advisors.com/people/sean-lacey/

(719) 741-3330 CONNECT WITH Sean

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are a fee only firm meaning there is no commissions and we only recommend products we truly believe are in the best interest of our clients.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

About Waverly

Waverly - About me

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.

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

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