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Seth Sartain, CFP®

Seth Sartain, CFP®

Director of Financial Planning

Seth integrates client goals with sound planning strategies to bring confidence to the planning process. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7 and 66 securities registrations through LPL Financial, as well as an insurance license in the state of Texas. Seth is also a member of the Financial Planning Association–DFW Chapter. 

While attending Texas Tech University, Seth spent significant time living and studying abroad. He spent a semester each in Spain, Brazil, and Egypt, learning the respective languages and cultures of each destination. He enjoys practicing foreign languages, reading about a variety of topics, and spending time with family in his free time. Seth and his wife, Catherine, are natives of Mesquite, Texas, and currently live in Richardson with their two daughters.