Sean P. Kelleher

Sean P. Kelleher

| CFP®, EA

Riverchase Financial Planning, LLC

Fee Only Financial Planner Located in Flower Mound, TX and Serving Clients Throughout Texas.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

3419 Cross Timbers Road
Suite 105
Flower Mound, TX 75028

Sean Kelleher is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Sean Kelleher is a Co-Founder and Principal of Riverchase Financial Planning, LLC, in Flower Mound, Texas. His firm is dedicated to helping individuals and families improve their long term financial success through independent, objective financial advice.

Sean graduated from the University of Texas at Arlington with a Bachelor of Business Administration degree in Marketing. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent (EA) with over 15 years of experience in the financial services industry.

Prior to establishing Riverchase, Sean spent the majority of his career supporting tax and accounting professionals in integrating financial planning into their practices. The support he provided included marketing, client case analysis and the development of financial plans. Working with tax professionals, Sean realized the importance of tax knowledge in the financial planning process. This motivated him to gain more knowledge of tax regulations, and in 2005 he earned the Enrolled Agent (EA) designation with the IRS.

Sean is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the National Association of Enrolled Agents (NAEA) and the National Association of Tax Preparers (NATP).