Sean Herr

Sean Herr, BA, CFP® CIM®

Financial Planner

Sean Herr joined Herr Wealth Advisory full-time following his graduation from Queen’s University with a Bachelor of Arts degree in Political Science.

Sean has built a strong foundation in sound financial planning and wealth management, earning his Certified Financial Planning (CFP®) designation in and his Certified Investment Management (CIM®) designation. He is also actively pursuing his Trust and  Estate Practitioner (TEP) designation to further enhance his expertise in holistic financial planning.

Sean enjoys collaborating with his dad, Les, and his brother, Ryan, as they work together with clients to achieve their financial and life goals through comprehensive financial planning. He finds fulfillment in helping clients turn their goals into reality and watching them take meaningful steps towards the future they desire.

Outside of the office, Sean enjoys many outdoor activities, including running, tennis, golfing, fishing, and skiing. He thrives on taking on new challenges and enjoys participating in marathons and competing in tennis tournaments.