Retirement Planning Specialists, LLC
Certified Financial Planner
Sean Curley is a Greenwood Village, CO fee-only financial planner specializing in Retirement Planning. Whether you are in the planning stages, making the transition now, or already there, retirement has a lot of moving parts. And once you’re retired, the need for smart decision-making and wealth management doesn’t end there. We help our clients simplify the complicated, make smart, informed decisions, and avoid costly mistakes. As a fee-only, no-commission, fiduciary advisor, we are never paid a commission and have a legal and ethical obligation to provide unbiased and trustworthy financial advice. Call us today to see if we can help…or to just get a second opinion if you’re not as confident about your retirement plan as you’d like to be.
Sean Curley is a NAPFA-registered Fee Only financial advisor based in Greenwood Village, CO. Sean started his career at American Express Financial Advisors in 1994 and has been a Certified Financial Planner (CFP) since 1997. In 2001, he founded The Retirement Planning Specialists, LLC. Prior to his career as a financial advisor, Sean graduated from Penn State University, Phi Beta Kappa, with honors, having earned a B.S. in Computer Science, followed by a seven year stint as a project manager and senior government analyst for American Management Systems in Arlington, VA and Lakewood, CO. He lives in Highlands Ranch, CO with his wife of 26 years and their daughter.
Sean Curley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
WE HELP CLIENTS PLAN FOR AND ENJOY A COMFORTABLE AND SECURE RETIREMENT.
The Retirement Planning Specialists is a FEE ONLY, FULLY FIDUCIARY firm that helps clients plan for and enjoy a comfortable retirement. We do this in the context of an ongoing, long-term relationship by helping each client gain clarity and plan around their most important lifetime goals, the most important of those for many being a secure, comfortable and financially independent retirement. Our recommendations are based on a thorough understanding of each client’s circumstances and thoughtful analysis, coupled with recommendations and an investment approach based on academic literature from leading researchers in finance and retirement planning. Our goal is to help clients have a greater sense of confidence around their financial future and avoid the pitfalls so many people make before and during retirement.
The firm was founded and is managed by Sean Curley, a Certified Financial Planner in practice since 1994, and is a Securities and Exchange Commission-registered investment advisor based in Greenwood Village, CO. Client investment accounts are held primarily through TD Ameritrade Institutional, a leading provider of account custody and support services for over 4,000 independent investment advisors across the nation, with $750 billion in client assets. As of the date of The Retirement Planning Specialists’ last filing with the SEC, the firm manages $127 million on behalf of its clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Pre-retirement & Retirement Transition Planning
- Retirement Income & Distribution Planning
- Comprehensive Wealth Management
- Evidence-based Investment Management
- Comprehensive Financial Planning
- Retired/Transitioning into Retirement
- Business Owners and Executives
- Sudden Money Situations
- Divorce Transition Planning
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Sean Curley is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Sean Curley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Sean Curley is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Sean Curley
5460 S Quebec St, Ste 333
Greenwood Village, CO 80111