CSLP Program - Student Loan Advisor Training
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Advisor Detail

Sean Herbert

Languages: English
WealthFD is committed to providing financial expertise to dental professionals that have unique financial situations. We focus on what matters most to our clients and their financial well-being.

Contact Information

122 Andorra Glen Ct.
Business Phone:
(484) 943-0854
City: Lafayatte Hill
State: PA
Zipcode: 19444

Social Information

Business Name:
WealthFD

Business Information

WealthFD is committed to providing financial expertise to dental professionals that have unique financial situations. We focus on putting our clients needs first and how to improve their financial well-being. Every client has a set of 3 advisors and accounting team who are dedicated to business bookkeeping and formulating wealth building strategies through tax planning, student loan planning, maximizing saving opportunities, debt management and a lot more. We put our client’s needs first, whether it’s helping them purchase a practice or recommending a credit card to open, there is nothing too small for us to help with.

Disclaimer:
Focus Areas:
Financial Planning, Personal Tax, Investments, Student Loans, Financial Management
License 1:
EA
Client Types:
Tax Planning
CSLP Issue:
June 6, 2026
CSLP Exp:
June 6, 2027

© 2016-2026 CSLA Institute Board of Standards. All Rights Reserved.

McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

We often send out our newsletter with news and great offers. We will never disclose your data to third parties and you can unsubscribe from the newsletter at any time.

Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.

You can create a new account at the end of the order process or on the following page. You can view all of your orders and subscriptions in your customer account. You can also change your addresses and your password.

No, you don’t have to create an account. But there are a few advantages if you create an account.

  • You never have to enter your billing and shipping address again

  • Find all of your orders, subscriptions and addresses in your account

  • Download invoices of your orders

No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.

From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.

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