ABOUT
Harbour View Advisors
Harbour View Advisors primarily serves the Snohomish county and specializes in working with near-retirees to retirees. We offers safe guidance through retirement using a six step process called the Charted Course. This includes a plan for Income, Investments, Inflation, Taxes, Healthcare and Legacy.
A Family Business
Sean Bolen, MBA, CRPC® Principal Advisor
Phone: 971-258-8464
Sean Bolen is a Cal Poly Alum who has established a career challenging the status quo in the financial services industry. He is on a mission to help folks protect their retirement using a safety first investment approach. He has developed the charted course - six steps critical to any retirement plan.
Emily Bolen, M.A.
Director of Operations
Phone: 123-456-7890
Emily joined the Bolen team in 2015. She holds a Master's in Psychology from Pacific University and worked as Director of Operations in the start-up community before embarking on Marketing.
The Doodles
Rio & Ziva joined the world in 2024. They are novices in absolutely everything but eager to learn. The provide in-office therapy and activity breaks, regulating a healthy work-life balance.
Sean Bolen is the founder of Harbour View Advisors and fiduciary advisor with over 10 years of experience in planning, investments and insurance services focused on achieving retirement goals. As a teenager, Sean witnessed his parents lose their life’s savings in a bad investment. As a result, Sean became passionate about retirement planning, specializing in how people can safeguard their future.
Sean holds a BS in Finance from Cal Poly, an MBA from Marylhurst University, and is a Chartered Retirement Planning Counselor (CRPC®).
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Sean is married to his lovely wife, Emily, and they have two young children. Away from the office, Sean enjoys spending time with family, hiking with his two doodles and attempting to play golf & pickleball.