Sean Scott Lovison
CFP®Quick Tip: Before focusing on market returns, focus on your tax drag. Paying an extra $30-50K in unnecessary taxes on equity vesting or an impulse transaction permanently destroys decades of compounding power.
Why Work With Sean
As a dual CPA and CFP® with 14 years of prior experience as a corporate Chief Financial Officer (CFO), I act as a dedicated "Personal CFO" for a select group of high-earning executives, tech leaders, and business owners. I deliberately cap my practice at 50 client households to provide radical access, institutional-grade tax engineering, and truly integrated tax planning and wealth management.
Professional Summary
Sean Scott Lovison, CFP® is a registered financial advisor currently at PURPOSE BUILT located in Moorestown, New Jersey. Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sean has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Health Care & Long-Term Care Planning
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Social Security & Medicare Planning
- Education Funding
Specializations
Biography
Sean Lovison, CPA, CFP®, is a fee-only financial planner, Certified Public Accountant, and the founder of Purpose Built Financial Services, an independent RIA headquartered in Moorestown, New Jersey. Before founding Purpose Built, Sean spent 14 years serving as a corporate Chief Financial Officer (CFO) for an industrial manufacturing firm. Over his 27-year career, he designed executive compensation packages, managed corporate balance sheets, and directed multi-million-dollar financial operations. Recognizing that high-earning professionals were leaving massive amounts...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Languages
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
5 years in the financial services industry
Current & Past Employments
Education
University of Delaware
Double major: Finance & Economics, Bachelor of Science
Double major: Finance & Economics, Bachelor of Science
1999
Temple Univeristy
Finance, Master of Science
Finance, Master of Science
2001
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Doing Business As (DBA) / Local Office
DBA Firm Name
Purpose Built
Business Address
300 Mill St, Suite 235, Moorestown, NJ 08057
Current Firm
PURPOSE BUILT | PURPOSE BUILT FINANCIAL SERVICES LLC
Contact Information
Main Address
300 Mill St, Suite 235, Moorestown, NJ 08057Phone Number
(215) 278-9559# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
88AUM (Assets Under Management)
$28,500,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(9/12/2023)
(1/29/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Sean Scott Lovison's CRS (Customer Relationship Summary).
Services Offered by Sean
- Estate & Legacy Planning
- Financial Planning
- Health Care & Long-Term Care Planning
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Social Security & Medicare Planning
- Education Funding
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