Seth R Waltz

About Seth R Waltz

Your time is precious. Your family is dear to you. The demands on you professionally bear their weight. Your passions drive you. Your life is full.With my team and I managing your financial risks, your time is spent conquering life\'s more meaningful challenges. My team and I work for you and your family. We provide fee-based and fee-only financial planning and investment advisory services to individuals who are at the pinnacle of their respective professions. But regardless of your profession, the industry in which you work, or your position - you recognize the value in hiring an accomplished team of professionals to work their trade on your Wealth is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. I am licensed to sell securities in: CA, FL, GA, MA, MD, ME, MI, NH, NY, RI, SC, TX. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. I am licensed to sell insurance in CA (License: 01•••26), CT, DE, FL, MA, MD, ME, NY.

Experience

1. Principal

   SFP Wealth

   Jan 2007 — Present · Wellesley, MA, US

   I provide bespoke financial planning and wealth management services to individuals, families, and private organizations throughout the country. We service clients with diverse needs, from diverse backgrounds, across many different industries. We are here to provide you with guidance, insight, and leadership to help you achieve financial prosperity throughout your life.

Education

• UNH Peter T. Paul College of Business and Economics

  BS, Business Administration, Accounting Concentration

  1998 — 2002

• College for Financial Planning

  CRPC®, Retirement Planning

• The American College of Financial Services

  CFP® Candidate, Financial Planning