TRIANGLE FINANCIAL STRATEGIES

With 30 years experience, Sean Ruehl, started his own firm, Triangle Financial Strategies, in 2018 with his wife. Sean brings a wealth of experience and a deep knowledge of financial strategies to his clients.

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Prior to starting his firm, Sean founded the Wealth Management division for BB&T bank in the Durham/Chapel Hill markets, where he was a top performer. After banking, he transitioned to independent consulting in 2009, where he focused on fiduciary consulting for 401k plan participants. 

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Sean's journey into financial services was inspired by his desire to understand and master money management, a skill his parents urged him to acquire in addition to their strong ethics and morals. He is driven by a passion for working hard and connecting with people, aiming to provide solutions using insurance products that help his clients feel understood and confident in their financial decisions. Sean finds the most rewarding aspect of his job to be the moment when clients express relief and gratitude for the solutions he provides, helping them avoid needless risk and a lower standard of living without his guidance. His goal is to empower clients with the knowledge and confidence to help secure their financial future.

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Sean holds a B.A. in English, which he credits for enhancing his communication skills with clients. A Certified Financial Planner®(CFP) since 2000, Sean is bound by a fiduciary standard and is committed to sincerity and honesty in his practice. His approach sets him apart, especially in areas such as college planning, where he can often recommend solutions other than traditional financial products. Working with a diverse mix of clientele, Sean applies fundamental principles tailored to each client's unique needs.

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Married to his wife Ally for 20 years, Sean enjoys outdoor activities like sailing, skiing, and camping, and is actively involved in his church and community.