Sean Budlong, CFP®, AAMS
Chief Executive Officer, Majestic Financial
Financial Consultant, RJFS
From door knocking in 90-degree weather in his first year as a financial professional, to waking up in the middle of the night a decade later to check overseas markets as they open, Sean is the definition of a devoted professional. He has over 10 years of experience and became a CERTIFIED FINANCIAL PLANNER™ professional to pursue his passion of doing what’s best for the client. The CFP® certificate is the crowning jewel for financial advisors and is a preferred choice by consumers when it comes to finding a financial professional to help reach their goals.
Sean is a coach by nature, known exclusively as Coach Budlong by countless numbers of baseball, hockey, football, and volleyball players. He loves working in the investment industry because he feels as a CFP® professional, he is coaching his clients to achieve their financial dreams. He spends a considerable amount of time educating clients and their families on the different ways to reach their financial goals and wants his clients to truly understand how the investing world can work for them.
As a number oriented person, Sean can look at portfolio construction and identify risk and reward, work with the client to adjust the portfolio as goals and needs change, and easily communicate these changes in a way everyone understands. He has a passion for helping clients plan for their future by ensuring good decisions are made now and without creating more risk than necessary.
Sean grew up in Plymouth, MI and later attended Alma college to receive his bachelor’s degree. While working in sales, raising a son, and coaching sports, he decided to go back to school and received a Master’s in Business Administration from Western Michigan University in 1997. Sean currently resides in Kalamazoo, MI with his wife Laurie. They have two kids, Josh and Jessica, and enjoy spending family time whenever they can all gather in the same state.
Sean co-founded Majestic Financial and joined Raymond James in 2021 because he saw an opportunity that would allow him to help his clients reach new heights. At Majestic, he can continue to work in his client’s best interests rather than a company’s interest.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which is awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of this investment professional on FINRA's BrokerCheck.