Mr. DeFrehn and his family of seven are actively involved in our community, including volunteering through the Church and coaching age group swimming. He is a Past President of The Dwelling Place Inc., a transitional housing group for homeless families. Mr. DeFrehn has taught Firearm Safety and Hunter Safety Classes for the State of Maryland. He also enjoys spending time with family and friends, gardening, hunting, fishing, barbecuing, and working on their 100-year-old home.
Sean L. DeFrehn works as a behavioral financial advisor BFA combining conventional Financial advising and training to help clients align their values and their financial decision making. His articles on personal finance have been published in Morningstar, Motley Fool, the Examiner.com and more. Mr. DeFrehn has a Bachelor of Science from the University of Maryland University College in Business Management with a specialization in Finance.
He earned the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
He earned the Behavioral Financial Advisor (BFA™) designation in the study of combining conventional financial knowledge with psychology and neuroscience to improve the decisions made by clients. Helping decisions track more closely to their values by increasing emotional competency in financial matters.
He earned the Certified Plan Fiduciary Advisor (CPFA®/QPFC) credential, which demonstrates his knowledge, expertise, and commitment to working with retirement plans in areas of fiduciary responsibility, regulatory compliance, and best practices in plan management.
He also trained at Merrill Lynch and Morgan Stanley, where he began his career and earned his professional licenses. Series 7 – General Securities Representative Examination and Series 66 – Uniform Combined State Law Examination. Mr. DeFrehn became an independent advisor by starting DeFrehn Consulting in 2002. DeFrehn Consulting is an RIA (Registered Investment Advisor).