SEAN GULDI, CFP®
CHIEF INVESTMENT OFFICER
Sean Guldi is a Certified Financial Planner™ and has been a part of B&C Financial Advisors since 2013. He has ten years of experience in the financial services industry. Prior to B&C, Sean worked as an investment analyst at a large financial services firm where he helped implement and manage investment strategies for Fortune 500 companies, specifically as they related to qualified and non-qualified retirement plans.
Sean’s primary focus at B&C Financial Advisors is the daily management of client portfolios. In addition to investment management, he works with clients on several aspects of financial planning including education and retirement planning. Sean has a wide range of financial experience that equips him to effectively help clients.
Sean is a board member of the Financial Planning Association (FPA) Northeast Florida Chapter. He volunteers on the board of Teacher’s Aid for Student Knowledge (TASK) St. John’s County which is responsible for promoting education in St. John’s County through the Retired Senior Volunteer Program (RSVP). Sean is also a deacon at Coquina Community Church.
Sean is a University of Florida graduate where he studied Business Administration with a concentration in Finance. He and his wife have one daughter, Maisie, and a yellow Labrador retriever named Tessie. Sean and Mallory are huge Gator sports fans, and in his spare time, Sean enjoys surfing.