Broker Check
 
 
Seth R. Waltz, CRPC®

Seth R. Waltz, CRPC®

Principal - Financial Advisor

"If I could live in any city, I would love to live in Iten, Kenya for a month or two while training for a marathon. Ideally, I’d live in town with one of the local villagers, live their lifestyle, and train daily with many of the local elite runners. Life would be very simple, but so fulfilling…"

 

Seth joined SFP Wealth in 2015 as a Principal Partner. Prior to joining our team, Seth worked as an Advisor with Baystate Financial; and prior to that, a Vice President with a national financial planning firm. Seth values our team approach and draws upon the wealth of knowledge of his colleagues to create custom financial strategies for his clients. As a Financial Representative, Seth's areas of experience include comprehensive financial planning, wealth management, protection products such as life and disability income insurance, retirement and estate planning.

Seth's main objective in his practice is to become a lifelong resource for his clients and their families. He has worked with many of his most active clients for over a decade. It makes him, and our team, very proud to be one of the first points of contact whenever his clients experience a major life event.

Seth earned his Bachelor's Degree from the Whittemore School of Business & Economics at the University of New Hampshire with a dual focus in Accounting and Finance. Seth holds his Series 7, Series 66, Series 63, Series 24, and Series 9 licenses along with the CRPC® - Chartered Retirement Planning Counselor designation.

In his free time, Seth is a competitive runner and endurance athlete. He enjoys racing all distances, and on all terrains – from road races, to the track, and especially trail and mountain races. He stays very active, keeping his racing calendar full throughout the year. As the weather changes and he transitions outdoors, he will look to compete in many of the classic New England road races including Beach to Beacon and Falmouth Road Race. With a strong focus in marathons, Seth has run the Boston Marathon four of the previous five years. In 2019, he will run the Berlin Marathon and hopes to one day earn an invitation to start the Boston Marathon in the Men’s Elite Field.