Sean Frelke - RBC Wealth Management Financial Advisor
Why pick this one
Sean Frelke - RBC Wealth Management Financial Advisor provides retirement income planning, business-owner services, and investment management through RBC Wealth Management.
Best for
- pre-retirees planning retirement income
- business owners seeking financial services
- families funding education
- clients seeking investment management and financial coaching
- individuals planning for long-term care or legacy goals
Specialties
- retirement income planning
- education funding
- major purchase planning
- family and income protection planning
- legacy planning
- business owner financial services
- 401(k) plan reviews for employers
- owner-only 401(k) plans
- investment management
- financial coaching
Certifications
- CFP® designation held by Senior Financial Associate David Tingelstad
- FINRA Series 7 and Series 66 passed by Registered Client Associate Caroline Theobald
- Associate Planning Professional designation held by Caroline Theobald
What makes them different
- Sean Frelke was named to the 2026 Forbes Best-in-State Wealth Advisors list
- Sean Frelke has an MBA from East Carolina University and graduated from the University of North Carolina at Chapel Hill
- Sean Frelke has focused on private wealth management since 2001 and built a private practice in 2011
- The team provides financial coaching alongside wealth planning and investment management
- The practice transitioned to RBC Wealth Management in May 2020
Distilled from this business's own website.
Contact & Location
- Address
- 1055 Military Cutoff Rd., Suite 200, Wilmington, NC 28405
- Phone
- 9105090822
- Website
- https://us.rbcwealthmanagement.com/frelkewealth...
- frelkewealthmanagement@rbc.com
Services
- wealth planning
- investment management
- retirement planning
- college savings planning
- long-term care planning
- charitable giving planning
- business financial services
- investment banking solutions