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Seth Yates, CRPC
Financial Advisor
Seth Yates is a Financial Advisor based in Hilton Head Island, SC, providing personalized financial guidance with a focus on long‑term planning and client education. He is dedicated to helping individuals and families build financial confidence through structured strategies aligned with their goals.
Seth brings broad experience in wealth planning, offering clients clear guidance across investment strategies, retirement planning, lending solutions, and overall financial wellness. As a Chartered Retirement Planning Counselor™, he provides specialized insight into income planning, distribution strategies, and long‑term retirement readiness to help clients prepare for every stage of their financial journey.
Outside of his professional work, Seth enjoys life in the Lowcountry with his partner of 12 years, Kara, and their 10‑year‑old daughter. Much of their time is spent on or near the water—whether boating, swimming, or enjoying the beach. Seth values the balance that time with family and the outdoors brings to his personal and professional life.
Certificates
CRPC
eMoney Advisor®
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