About Sean Tinsley

Licensed Financial Advisor – Healthcare Industry Expert

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Sean Tinsley is a licensed Financial Advisor with over a decade of experience supporting physicians, medical practices and the healthcare industry. Sean holds a Series 7/GRSE license administered by the Financial Industry Regulatory Authority (FINRA) and a Series 66 license administered by the North American Securities Administration Association (NASAA).

He received his Bachelors in Business Administration from Concordia University in 2005 with a major in international business. Sean has spent the last 10 years servicing the wealth management, insurance and financial planning needs of sole practitioner physicians as well as group medical practices and medical equity income groups.


Areas of expertise include:

  • Financial Planning
  • Insurance Planning
  • Asset Protection Planning
  • Tax Mitigation Strategies
  • Estate Planning
  • Medical Practice Succession Planning
  • Wealth Management
  • Income protection planning

Areas of Insurance expertise include:

  • Life Insurance
  • Specialty Specific Disability Insurance
  • Business Overhead Expense Disability
  • Deferred Compensation Plans
  • 162-Bonus Plans – Non-Qualified Deferred Compensation
  • Defined Benefit Plans

Numerous awards of achievement include:

  • 2010 Advisor of the Year
  • 2010 Client Builder Award
  • 2010 Inner Circle
  • 2011 Advisor of the Year
  • 2011 Leaders Club
  • 2011 Inner Circle
  • 2013 Advisor of the year
  • 2013 Leaders Club
  • 2015 Advisor of the Year
  • 2015 Leaders Club
  • 2015 Inner Circle