Peter Seelaus

Sherpa Financial, Seelaus Financial

West Chester, Pennsylvania

About

Company name

Sherpa Financial, Seelaus Financial

Business title

Partner

Professional Profile

Call Me When

You have questions and need advise on Life insurance placement, design, premium financing, buy-sell agreements, split-dollar, key person, executive comp., retention strategies

Professions

Insurance

Wealth Manager

Functional Expertise

Employee benefits

Estate planning

Family business

Investments

Retirement

Risk management

Strategic planning

Tax

Professional Certification

CLU ChFC

Client Industries

Business Services

Energy/Utilities

Real Estate/Construction

Software/Internet

Chapter information

Membership

Philadelphia Individual

Member since

Member for 2 years

Why I'm a Member of XPX

To learn from and collaborate with fellow professionals to creating value for all of our clients

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