Sean Lovison, CFP®, CPA

I’m Sean Lovison, Founder of Purpose Built in Moorestown, NJ. After earning my CPA license and rising to Chief Financial Officer for a corporation generating over $500 million in annual revenue, I decided to pursue my passion for personal finance by helping corporate professionals and business owners achieve their financial goals. I also hold the CFP® designation, which further equips me to address the complex needs of individuals who’ve spent time in Corporate America earning equity compensation or have made the leap into entrepreneurship.

At Purpose Built, I focus on:

• Comprehensive Financial Planning: Ensuring your equity compensation, business income, and personal finances work together seamlessly to help you reach financial independence
• Tax Planning & Optimization: Leveraging my CPA background for strategic tax savings and compliance
• Investment Management: Crafting portfolios that balance diversification, risk management, and growth

I understand the unique challenges high-level professionals face, such as balancing demanding roles with the desire for greater autonomy and financial independence. My goal is to handle the complexities of your finances so you can concentrate on what matters most; whether that’s pursuing your career ambitions, building a thriving business, or spending more time with your family.

Giving back is also integral to my philosophy: Purpose Built is a proud member of 1% for the Planet, donating over 1% of all revenue to outdoor causes, primarily National Parks.

If you’re ready to explore how we can work together, I invite you to schedule an initial consultation. We’ll discuss your goals and determine if our services are the right fit to guide you toward the future you envision.