SFP Wealth
Seth R Waltz, CRPC® has extensive experience in financial planning and wealth management, serving clients with diverse needs across various industries. With a background in business administration and accounting, along with specialized certifications in retirement planning and financial planning, Seth has held key roles in reputable financial institutions. Seth R's commitment to ensuring the continued prosperity of individuals, families, and private organizations is evident in their work as a Principal at SFP Wealth, LLC and as a Financial Planner and Investment Advisor Representative at MML Investors Services, LLC. Prior to their current roles, Seth also served as Vice President and Personal Wealth Advisor at Ameriprise Financial.
SFP Wealth
SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture. By uniting the goals you hope to achieve with a dedicated team of financial professionals, we will empower you to focus on accomplishing the things you value most. We are driven to help clients achieve success. Our financial professionals dedicate their experience across a wide range of disciplines to help simplify the complexities of the financial world. From individual investors and families to executives and small-to-midsize businesses, we work with clients who value a team-driven approach to enhancing financial wellness. Our time-honored process is tailored to our clients situation - no two clients are the same, and no two clients are treated alike. At SFP Wealth, we strive to have each client know our financial professionals, and our financial professionals know each client. This foundation provides unrivaled perspective, objectivity and collaboration as we collectively pursue your financial success. Disclosure: Securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500. CRN202612-5396892 Licenses: https://www.sfpwealth.com/licenses-page