Sean L. DeFrehn helps business owners and their families with investment, insurance, and financial planning decisions. 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 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 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 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).
Mr. DeFrehn and his family are actively involved in our community, including volunteering through Church. He is a member of the Honorary Board and Past President of The Dwelling Place Inc, a transitional housing group for homeless families. Mr. DeFrehn has taught Firearm Safety/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.