Sean Barry, CRPC®
Sean Barry, CRPC®
CUSO Financial Services, L.P.
Financial literacy is an issue that should command our attention because many Americans are not adequately organizing finances for their education, healthcare and retirement.
- Series 7, 63, and 65 licenses
- Chartered Retirement Planning Counselor™
- Bachelor of Arts, Saint Leo University
- Registered to conduct Securities Business in the following states: FL, GA
ExperienceSince 2004, Sean has been providing investment and retirement planning advice. As a Chartered Retirement Planning Counselor™, Sean focuses on wealth protection and distribution strategies for his client’s retirement plans. Having worked for some of the large brokerage firms and insurance companies, he has an extensive array of experience in protected growth, tax free income, and death benefits. Sean’s clients can be confident knowing he will employ many strategies to help them meet their long-term goals.
CommitmentOriginally from Sea Girt, NJ, Sean has made a home in Central Florida for more than 25 years. As an active Blankner School PTSA member and volunteer where his wife teaches fourth grade, he also coaches youth softball and baseball. He has deep roots in the Orlando community and devotes his time to his family when he is not working.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS), registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. FAIRWINDS Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.