Conrad Seastrunk, Florence Financial Advisor, Florence Financial Planner, Florence fee only financial planner,
Hi, I'm Conrad.
I started Seastrunk Financial to serve those who think financial advising should be done a little differently today.
Our main goal is to help clients avoid financial pitfalls they are probably unaware of when dealing with retirement and investing. Then we provide the latest technology and techniques to help make financial planning come to life.
Our specialty is assisting people who are either retired or about to retire with their financial decisions. I review their overall financial situation and concentrate primarily on "wealth management."
So this analysis includes not only investments, pension and social security maximization, but also the importance of estate planning, income tax efficiency, and 401k/IRA distribution strategies.
So far, I've helped hundreds of people go through the process of retiring. Unfortunately, I have also seen too many people who have made serious mistakes with their retirement choices.
In fact, many mistakes have come across my desk over the years. Most of these individuals were obviously shocked when they realized the mistakes that they had made. Unfortunately, it is usually simply too late to correct most of them.
The major reason for most of these mistakes was simply lack of education. People don't make mistakes on purpose, they just didn't know any better!
That's why we focus on helping clients avoid financial pitfalls and to plan ahead so that they are prepared to make smarter financial decisions. Its obviously cheaper to avoid a problem than it is to solve one!
For a more humorous bio click here. They Laughed When I Said I Wanted To Be a Financial Planner!
Educational Background and Business Experience
Conrad Seastrunk, CFP® shares his 29 years of financial training and experience with clients as together they use the latest financial planning techniques that can enhance their chance for financial success.
Francis Marion College - Florence, SC: Bachelor of Business Administration - 1988
College For Financial Planning, Denver, CO - Certified Financial Planner Education Program - 2000
CFP® : Certified Financial Planner© Practitioner- 2002 - CFP®
Certificants must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility which puts clients' interests first, and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement.
James H. Rice, CFP® & Associates 1988 – 1990: Conrad began his career working as a Series 7 Registered Representative of Source Securities, Inc and an Investment Advisor Representative of James H. Rice, CFP® & Associates.
NYlife Advisors, Inc. 1990 – 1994: Investment Advisor Representative
New York Life 1990 - 1994: Field Underwriter
NYlife Securities 1990 – 1994: Registered Representative
D.B.A. Seastrunk Financial Management , LLC 1994 – 2009: Registered Investment Advisor
Seastrunk Financial Management, LLC 2009 – Present: Investment Advisor Representative
Online Appointment Booking
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Seastrunk Financial Management, LLC and Fidelity Investments are independent companies and are not affiliated. There is no form of legal partnership, agency, affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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