
Sean Tait
Certified Financial Education Instructor (CFEI®)
Hello!
Believing that financial planning is not just about numbers, Sean takes the time to understand his clients’ unique circumstances, aspirations, and values. He is committed to building long-lasting relationships based on trust and integrity, guiding clients through every stage of their financial journey. Sean believes that anyone can achieve financial confidence, no matter their age or current life situation.

My Story
With a wealth of personal experience, Sean Tait is deeply passionate about finance and empowering others to build personal wealth. Growing up in a financially struggling household, Sean lacked an understanding of money management, which led to challenges with spending and debt in his early twenties after joining the Marine Corps. Determined to create a secure future for his family, he recognized the need to transform his financial habits.
Sean embarked on a journey of financial literacy, diving into resources and strategies to enhance his understanding of money management. With unwavering dedication, he tackled his debt head-on, turning his challenges into opportunities for growth. This transformative experience ignited his enthusiasm for personal finance, motivating him to help others navigate their financial journeys with confidence and clarity.
Now, Sean is committed to sharing his insights and knowledge, guiding individuals and families toward financial empowerment and a prosperous future. He is a father, husband, Marine Corps Veteran, Oregon State University alumni, Engineering Professional and Certified Financial Education Instructor (CFEI®).
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When he’s not working, Sean enjoys staying active, cooking, and spending time with his wife and son. He is passionate about lifelong learning and often attends workshops and seminars to stay updated on the latest financial trends.