Seth joined SFP Wealth in 2015 as a Principal Partner. As a bespoke financial planner and wealth manager, Seth has worked with many of his clients, and their families, for over a decade. His main objective is to become a lifelong resource for those he advises, taking great pride in being one of the first points of contact whenever a client experiences a major life event.
Prior to joining the team, Seth worked as Personal Wealth Advisor for Ameriprise Financial. With over 20 years of experience, Seth’s areas of experience include comprehensive financial planning, wealth management, protection products such as life and disability insurance, retirement planning, and estate planning.
Seth earned his BA from the Whittemore School of Business & Economics at the University of New Hampshire with a dual focus in Accounting and Finance. He holds his Series 7, 9, 24, 63, and 66 licenses, as well as his Chartered Retirement Planning Counselor (CRPC®) designation. He has been featured in Boston Magazine as a Five Star Wealth Manager* in Financial Planning each year since 2013 – a recognition achieved by very few investment professionals in New England.
Seth and his wife Amy currently reside in Watertown, MA. In his free time, Seth is a competitive runner and endurance athlete. He also enjoys volunteering his time with local organizations helping out in the community. He is on the Board of Directors of Hawkeye Campership Fund, a foundation having an incredibly transformational impact on children throughout New England and the country.
*This award was issued by Five Star Professional. For each year issued, the issue date and time period are as follows: 2013 – 2/1/13, 5/23/13 – 1/6/13; 2014 – 2/1/14, 5/23/14 – 1/6/14; 2015 – 2/1/15, 5/23/15 – 1/6/15; 2016 – 2/1/16, 5/23/16 – 1/6/16; 2017 – 2/1/17, 5/23/17 – 1/6/17; 2018 – 2/1/18, 5/23/18 – 1/6/18; 2019 – 2/1/19, 5/23/19 – 1/6/19; 2020 – 2/1/20, 5/23/20 – 1/6/20; 2021 – 2/1/21, 5/23/21 – 1/6/21; 2022 – 2/1/22, 5/23/22 – 1/6/22; 2023 – 2/1/23, 5/23/23 – 1/6/23.
Seth Waltz is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.