Sean D. Ries, Owner  Financial Planner, MBA, MSFS, CFS, AIF

Sean D. Ries, Owner
Financial Planner, MBA, MSFS, CFS, AIF

Sean has spent nearly 25 years working in the financial services industry.  In 2003 he founded Core Wealth Management with the goal of providing a one-stop resource for his clients’ financial needs, from planning for college, saving for retirement and  preparing for the unexpected.

As an independent financial advisor, he does not give advice or make recommendations based on the sale of a product or commission received from such. His focus is solely on you, aligning your goals with investment strategies, providing guidance throughout each phase of your life.

Sean holds a Bachelor’s Degree in Political Science and Sociology from Gettysburg College. In 2009, Sean completed The Institute of Business and Finance’s MBA program and currently holds, along with his MBA, a Master of Science in Financial Service (MSFS). He also holds a Certified Fund Specialist (CFS) designation and an Accredited Investment Fiduciary (AIF) designation.

Sean D. Ries is currently registered to offer investment products to residents of CO, FL, GA, IL, IN, KY, MA, MD, MN, NC, NV, NY, OH, OR, PA, SC, TX, UT. Please inform him if you are a resident of another state so proper registration may be obtained before advice is offered.

Check the background of this investment professional on FINRA’s BrokerCheck