Sean Gallahan, CFP®, CMFC®, is a Partner at Cassaday & Company, Inc., and has been with the firm since 2008. Sean provides comprehensive strategies for his clients’ financial planning needs. Using a model of integrated wealth management, he guides his clients through all of the complexities associated with personal finance, which include investment management, retirement planning, cash flow generation, income and estate tax planning, and insurance. By working collaboratively with CPAs, estate planning attorneys, and insurance agents, Sean seeks to become a central resource for all of his clients’ financial affairs.

Sean is a senior member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. He assists with collaboratively reviewing our clients’ holdings and asset allocations, market conditions, research studies, economic analyses, and other areas relevant to the investment process. Sean initially served as a Research Associate at the firm before becoming a financial advisor and worked under the Director of Investment Management.

Sean is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through Georgetown University’s Executive Certificate in Financial Planning program, as well as a Chartered Mutual Fund Counselor (CMFC®), accomplished through the College for Financial Planning.

In 2020, Forbes recognized Sean as a Top Next-Generation Wealth Advisor. Forbes also recognized Sean as a Best-In-State Next-Gen Wealth Advisor in 2019, 2020, and 2022. Sean was also named to the Loudoun Times-Mirror 2015 List of 40 Under 40, honoring business and community leaders from Loudoun County.

Sean is a graduate of Radford University, where he received his Bachelor of Business Administration in finance. During his time at Radford, Sean was a member of the international honor society of Beta Gamma Sigma and Delta Sigma Pi, a professional business fraternity.

Outside of Cassaday & Company, Inc., Sean donates his time as a Wish-Granting volunteer with Make A Wish® for their Mid-Atlantic chapter. He currently lives in Ashburn, Virginia with his wife, Zari, and sons, Zayd and Malik.

Sean is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealer firms in the country; he holds the Series 7 and Series 66 securities registrations, as well as Life and Health Insurance licenses.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

To learn more about the professional history of our firm, please visit FINRA’s BrokerCheck.