Meet The Instructors

Sean Britt CFP®

Sean joined the financial services industry in 2012 at Fidelity Investments and then joined Merrill Lynch in 2015 where he served individuals, their families, and their businesses by crafting personalized plans tailored to their goals. In 2019, Sean moved to J. P. Morgan Chase as a Goals-Based Specialist where he works with advisors internally on how to have meaningful conversations with clients through Goals-Based Advice and how to illustrate advice with the Goals-Based Analysis.
 
Sean holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Series 7 and 66 FINRA registrations as well as his Texas life, health and variable annuity insurance licenses. He is a graduate of Midwestern State University, with a BBA degree in Finance.
 
Sean is a native Texan, who, in his spare time, enjoys traveling with his wife, Kati. In addition to traveling, they enjoy spending time with family and their 3 pets. Sean is an adjuct faculty member at the University of Dallas and a member of FPA Dallas/Fort Worth.
 
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