Sean Griffeth, CFP®

Customer Success Lead at Harness Wealth

Sean Griffeth, CFP® has been in the financial services industry since 2011, starting as a Customer Service Representative at Integra Financial Services. In 2014, they took on an internship with MassMutual Financial Group as a Financial Planning Intern. In 2015, they joined Elevated Retirement Group as a Plan Designer/Investment Advisor Representative. In 2017, they moved to LearnVest as a Financial Planner. In 2018, they joined Brightside as a Client Service Coach and CFP® Professional. Most recently, in 2021, they became a Customer Success Lead at Harness Wealth.

Sean Griffeth, CFP® completed their Bachelor of Science in Accounting and Financial Planning from Utah State University - Jon M. Huntsman School of Business in 2015. Sean also earned a Minor in Personal Financial Planning from the same institution. In August 2018, they obtained the CERTIFIED FINANCIAL PLANNER™ Professional certification from the CFP Board.

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Timeline

  • Customer Success Lead

    January, 2021 - present