2015 Advisor Network Summit
 
Sean Lee

Title
Founder and President
Company
SPL Financial, Inc.
Bio
Sean P. Lee, Founder and President of SPL Financial, Inc., is Utah’s Retirement Coach. Lee specializes in financial planning and assisting individuals with creating retirement income plans for the golden years. Lee is a community educator who has helped Salt Lake City residents for the past decade with financial strategies involving: retirement savings, investment planning, asset protection, retirement account rollovers, tax planning, long term care planning, life insurance, charitable giving, estate planning and more. As an Investment Advisor Representative with Global Financial Private Capital, LLC, Lee is held to the highest fiduciary standards, making investment recommendations in the best interests of his clients and always operating in an ethical manner. Lee is also a licensed life and health insurance professional, permitting him to recommend and utilize life and long-term care insurance solutions as part of each client’s comprehensive financial plan. He holds a Master of Science in Financial Services (MSFS) from the Institute of Business & Finance and a Bachelor of Science in Finance from Westminster College.