Sean Moneypenny

Wealth Advisor

Sean is a CERTIFIED FINANCIAL PLANNER™ heading our Jacksonville, FL office and comes to Csenge Advisory Group with over a decade of experience having spent time with Merrill Lynch, Arcus Capital Partners, LLC, and Fidelity Investments.  He works with high-net-worth clients to provide holistic financial advice for their investment, retirement, and legacy planning needs.  During his time in the industry, Sean has advised thousands of high-net-worth clients providing guidance and advice to help accomplish their most important financial goals and needs. Additionally, Sean works with our clients on their asset management/investment options, company-sponsored/401k retirement plans, and more complex estate and legacy plans.

Sean met his wife of 6 years, Melissa, while attending Florida State University completing his undergraduate and later graduate degree in Economics.  Together they have an energetic 3-year-old son SJ and a beautiful 2-year-old daughter named Brady.  This goes along with their Bulldog, Bruce, and Silky Terrier, Chester.  They are engrained in the local community as business owners of Love, a bridal boutique; a high-end wedding dress boutique serving the Jacksonville Beach area for over 13 years.  Sean and his family love spending time outdoors at the beach, going to sporting events, or playing with their dogs Bruce and Chester.

Professional Certifications

Certified Financial Planner

Registrations & Licenses

Series 7 General Securities
Series 63 Blue Sky
Series 66 Investment Advisor

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