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About Us

Sean Bolen is the founder of Harbour View Advisors and a fiduciary advisor with over 10 years of experience in planning, investments and insurance services focused on achieving retirement goals. 

 

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. 

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Sean Bolen

Owner & Principal Advisor

We are a family business and committed to your success

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Our 
Story.

After working in institutional wealth management focusing on investments and a small boutique firm focusing on protective insurance,  Sean started to dream about combining the best aspects of both worlds. One of the most impactful moments in his life was seeing his parents lose their savings in 2001. Since he has became committed to ensuring that this doesn't happen to other families.

 

Along with this mission, his proudest achievement is the example he is setting for his homeschooled children. Life's greatest adventures are shared with those you love, and as a family, the Bolens have embarked on their greatest adventure yet.

 

Thank you for being part of the journey. 

Need more details? Reach out to us

We are here to assist you. Get in touch with Harbour View Advisors through phone, email, or connect with us on social media for valuable financial insights and updates.

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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Harbour View Advisors. Harbour View Advisors is a separate and unaffiliated entity from Simplicity Wealth.
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