Broker Check
Seth  Wilson CFP®

Seth Wilson CFP®


Seth is a CERTIFIED FINANCIAL PLANNER™ who serves his clients in both areas of wealth management and comprehensive financial planning. His passion for serving his clients stems from a deep conviction to help others achieve their life-long financial goals. He has focused primarily on retirement planning on both the individual and group levels. He serves an array of professions ranging from business owners, educators, and engineers to young professionals just starting out their careers in the workplace. He understands that no two people are alike, and each individual client will require a unique approach to accomplishing their financial goals.

When looking at creating a financial plan for a client, Seth takes the approach of looking at the client’s entire financial picture. Areas of emphasis in the plan will include Tax Planning, Investment Analysis, Retirement Planning, Insurance/Risk Management Planning, and Estate Planning. Seth believes that financial planning is a fluid process and requires ongoing monitoring in order for the plan to be effective. He provides ongoing service for his clients and meets with them several times a year to adapt and adjust any changes that may occur in their lives.

Seth appreciates the opportunity of working under the umbrella of Securities America because he feels that it puts him in the best position to do what is right for his clients. Being apart of an Independent Broker Dealer removes the pressure of recommending proprietary products. Seth loves being able to serve his clients and understands the weight of trust that comes with being one's financial advisor. He holds Series 7 and Series 66 licenses and has been with Securities America since 2013.

Seth had the opportunity to play football at Western State Colorado University where he also received his Bachelor's degree. Seth is now married to his wife of 3 years, Lauren, and celebrated the birth of their first child, Emmeline Rae, in September of 2017. He enjoys playing indoor soccer, staying active, and is very much involved at his church.