Sean Guldi, CFP®

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 more than a decade of experience in the financial services industry. Before 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 leading the firm’s investment committee and managing the investment team implementing the investment portfolios for clients In addition, leveraging his knowledge and experience he works to advise the firms’ clients as their financial planner.

Sean is a past president of the Financial Planning Association (FPA) Northeast Florida Chapter. He is active member of Trinity Parish Church in Saint Augustine.

Sean is a University of Florida graduate where he studied Business Administration with a concentration in Finance. He and his wife have a daughter, Maisie, and a son, Shea. They are supporters of the Florida Gators and Jacksonville Jaguars. In his spare time Sean enjoys playing with his kids, surfing, running and road cycling.