My story is simple. I enjoy serving others and want to do so with the utmost integrity.
I was born in North Carolina to a working-class family and am the oldest of three brothers. My mother stayed home, and my dad was self-employed in the commercial refrigeration business. I know what it’s like to do without essentials. My family lived in a mobile home during most of my childhood. I even had secondhand clothes at times.
Early on, I knew I didn’t want to continue in the family business. However, there was no money for school, so I joined the Army. My hope was to get out of North Carolina and see the world.
Wrong. They sent me to Fayetteville, NC (about 1.5 hours from where I grew up).
Because I was so smart… 😊 I signed up to be a paratrooper (yes, those people who jump out of perfectly good airplanes). One reason for my choice was that it would increase my base pay to $640 monthly. The jump pay added $100 of tax-free money each month. I started doing finance then.
I am proud to have served my country at a high level.
Career and Education
After the Army, I was reintroduced to someone I knew from middle school, and after 18 months, we got married. That was almost 31 years ago now. She was in graduate school, and I started college at the age of 24. I graduated in 3 years and worked as a mortgage lender for the next 15 years. My wife and I had four children, now aged 29, 27, 20, and 18. Only one is still at home, and we’ve become grandparents.
While I enjoyed the mortgage business, clients continually came back to me with financial questions other than home financing – how do I do this? What about my 401k? How about this car/boat loan?
The Need for Good Advice
I realized that many people had no one they trusted to ask these questions, so I changed careers and started over in the financial planning business.
Certified Financial Planner™
I have since earned many designations. The CFP® is the most recognizable and indicates I am also a fiduciary- required to do what is in the client’s best interest. It always circles back to serving others well. I have other designations indicating specialties in various areas to be well-rounded. I’m a CLU, ChFC, CASL, and RICP.
A few years ago, I recognized that women were underserved in the financial services world and even ignored at times. A pivotal client was a woman of about 44 who became widowed with three kids under 13. She was intelligent, professional, and educated but not financially skilled. She wanted first to know if she would be ok, then determine how she would make ends meet for the rest of her life. I felt it is a true calling to serve her and others like her. Professional women who want to maximize their opportunities and want help doing so. They want to learn and understand but do not manage it all. They want to be engaged and treated well. That’s why I’m here.
Any opinions are those of Sean Fitts and not the TheMillionaireInsider®.