DeFrehn Consulting | RETIREMENT & INCOME MANAGEMENT

 

 

Sean DeFrehn • Investment Advisor • 240-720-5153 • 6 Mill Pond Court Germantown, MD 20876

 

 

 

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DeFrehn Consulting
6 Mill Pond Ct. Germantown, MD 20876
Phone 240-720-5153
sld@DeFrehnConsulting.com

 

 

My Best Financial Decsion | Getting Started | Contact Us | Sean DeFrehn


My Best Financial Decision

You’ve taken the first step in making your best financial decision. We can help you achive your financial asparations to you can spend your time the way you want to.  We want to be a part of your better brighter future.

Please contact us if you have any questions or you are looking for help with; 

General Investing

Retirement Savings

College Savings 

Asset Allocation

Risk Management

Cash Management

Financial Prioritizing

Derivative Securities

Technical Investing

Portfolio Management

Giving back to the Community

Managing Your Retirement Plan

Investment Policy Statements

Choosing a Financial Career

Choosing Money Managers & Fund Managers

Choosing a Retirement plan for your Business


Getting Started

The Following Licenses are current as of September, 5th 2008.  They are subject to change and expiration.  For further detail contact DeFrehn Consulting.  Now it's time to put us to work for you.  Simply follow the steps below:

  1. Schedule an appointment - Call 240-720-5153 or click here to schedule a time convenient to you. 
  2. Gather Information - take a minute to gather recent statements from Retirement Accounts, Bank Accounts, Credit Cards and Loans.
  3. Meeting - Spend some time talking about your situation to be sure that your plan specifically meets your needs. 
  4. Open Accounts - Sign paperwork to open accounts
  5. Allocate Investments - Make final review and apporval of the investment allocation. 
  6. Proceed with Confidence - enjoy the feeling of knowing that your financial security is being cared for.  We will proactively act as changes occur in your life. 


Contact Us

Phone - 240-720-5153

Fax - 240-720-5157

Home Office - 6 Mill Pond Court, Germantown, MD 20876 

DeFrehn Consulting

 

 


 

Sean DeFrehn

Sean Louis DeFrehn is a Registered Investment Advisor specializing in Small Business and Family finances.  As an independent advisor he is able to focus on a client’s best interests, and does so through his affiliation with Triad Advisors.  Triad Advisors is an Independent Broker Dealer based in Norcross, Georgia and is a member firm of the FINRA and SIPC.  Prior to working independently, Sean worked as a Financial Advisor at Morgan Stanley in Washington, DC

Sean is involved with several community organizations.  He is the Founder of Great Names Great Works, a business group of Northern Montgomery County, MD whose purpose is to bring together Philanthropic business owners for the good of local charities.  Sean is the President of the Board of Directors for The Dwelling Place, a transitional housing group for homeless families.  He is also sits on The Church Council at Covenant United Methodist Church

Sean serves as the President of the Neelsville Estates Home Owners Association and is a member of the Chair of the Hunting Oversight and Enforcement Committee at the Bethesda, Chevy Chase Chapter of the Izzac Walton League of America. 

In his spare time Sean coaches the Swimming and Water Polo Teams at the Jewish Community Center of Greater Washington. 

Sean grew up in Montgomery County Maryland.  He graduated from Poolesville High School in 1995.  He also graduated from Montgomery College with an Associates Degree and from the University of Maryland University College where he earned a B. S. in Business Administration with a primary emphasis on Finance, Secondary on Marketing. 


 
 
Notice:
Securities Offered through Triad Advisors member FINRA / SIPC.

Always consult an investment professional before making investment decisions.


 DeFrehn Consulting
6 Mill Pond Ct. Germantown, MD 20876
Phone 240-720-5153  
sld@DeFrehnConsulting.com