Forbes – Top Next Generation Wealth Advisor
Cassaday & Company, Inc. is honored to announce that Senior Vice President Sean Gallahan, CFP®, CMFC® has been named as a Forbes 2020 Top Next-Generation Wealth Advisor. This list was created in 2017 to recognize advisors under the age of 40 who are making an impact in the financial industry.
Developed by SHOOK Research, the rankings take into consideration a multitude of qualitative and quantitative factors. According to Forbes, “Advisors that are considered have a minimum of four years’ experience, and the [ranking] algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices.” Both the quality of the practitioner and the practice are evaluated.
Sean was chosen from over 32,000 nominations across the nation. Forbes completed over 12,350 phone interviews and 2,450 in-person interviews before selecting the top 500 recipients of this prestigious award. Those named to this list are forward-thinking advisors that will lead the next generation of wealth management by keeping the needs of their clients at the forefront.
To view the full list on Forbes’ website, click here.
For more on the methodology behind the rankings, click here.