Sean Lovison

Helping families reach purposeful financial independence using tailored financial planning and tax strategies.

Role
Founder Lead Advisor at Purpose Built
Location
Philadelphia, PA, US
LinkedIn followers
500 followers

About Sean Lovison

Hi, I\'m a dedicated husband, father, financial planner, and real estate enthusiast with a…

Experience

  1. Founder Lead Advisor

    Purpose Built

    Sep 2023 — Present · Moorestown, NJ, US

    Purpose Built Financial Services is a flat-rate fee-only independent financial advisory firm providing financial planning, tax services, and investment management focused on corporate employees and solo entrepreneurs. All without product sales or hidden fees, only transparent and crystal clear pricing.

Skills

  • Manufacturing
  • Cost Accounting
  • Project Planning
  • Strategic Planning
  • Composites
  • Business Strategy
  • Microsoft Excel
  • New Business Development
  • Business Valuation
  • Process Improvement
  • Sarbanes-Oxley Act
  • Contract Negotiation
  • Consolidation
  • Accounting
  • Leadership
  • Auditing
  • Finance
  • Business Planning
  • Erp
  • Forecasting
  • Javascript
  • Agile Methodologies
  • Web Applications
  • Apache
  • Mysql
  • Postgresql
  • Java
  • Django
  • Requirements Analysis
  • Team Building
  • Node.js
  • Software Development
  • Scrum
  • Mongodb
  • Python
  • Linux
  • Web Development
  • Css
  • Team Leadership
  • Php

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Sean Lovison — Founder Lead Advisor at Purpose Built in Philadelphia, PA, US | Unifers