Sean Hanlon, a Certified Financial Planner (CFP) and the Founder/ CEO of Hanlon Investment Management and Vestbridge Advisors, talks with New to The Street TV’s Host Jane King, from the Nasdaq Marketplace studio, about these two Registered Investment Advisory (RIA) firms. Since 1983, Sean’s experiences in the financial services industry and wealth management have given him incredible knowledge and success in helping others achieve financial goals. He tells views that he has five essential aspects in being successful in the industry: 1) passion for helping others, 2) developing a sound financial plan, 3) care about every detail, 4) high ethical standards, and 5) giving the best you can each day. With technological advancement and real-time access to financial products, the industry evolved, but one part of the industry is still the same, client expectations of good financial results. For over 20 years, Hanlon Investment Management has created wealth management solutions for advisors and their clients. The advisors communicate and maintain a relationship with the client, and Hanlon Investment Management provides the money management on behalf of the advisor. Vestbridge Advisors is a direct client-relationship money manager, whereas they work directly with individuals, families, and entities on financial goals and retirement solutions. Both RIAs utilize sophisticated back-office support technologies to assist clients. The recent downward trends associated with real-time market information can cause many anxieties. Still, Sean keeps clients informed with long-term financial models that can show an expected financial outcome regardless of short-term market cycles. In 2012, he and his wife became the Hanlon Financial System Center benefactors at Stevens Institute of Technology in Hoboken, New Jersey. The Center for Research toward Advancing Financial Technologies (CRAFT) provides facilities for teaching, research, and partnerships with the private sector. The center received the first National Science Foundation award in fintech as an industry-university research center cooperative. Sean tells viewers that a good financial advisor should help the client with asset allocation, rebalance timely portfolios, manage cost/taxes, invest in good products, and offer an excellent cash drawdown distribution plan. The on-screen QR code is available during the show; download or visit Hanlon Investment Management and Vestbridge Advisors – https://hanlon.com/ and https://vestbridge.com/. Disclaimer: Hanlon Investment Management and Vestbridge Advisors websites are provided for informational purposes only and shall not be construed as a recommendation to buy or sell securities. Any investment decisions made based on website information are the end-user’s sole responsibility.
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