Sean Gallahan Partner

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.

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.

Awards & Recognitions: 

• Advisor Hub – 100 Solo Advisors to Watch (2024)
• Forbes – America’s Top Next Generation Wealth Advisors – (2020)
• Forbes – Best-In-State Wealth Advisor (2022, 2025-2026)
• Forbes – Best-In-State Next-Gen Wealth Advisor (2024, 2019)
• InvestmentNews – 40 Under 40 (2023)
• Loudon Times-Mirror – 40 Under 40 (2015)
• Northern Virginia Magazine – Top Financial Professional (2023 – 2025)

Sean is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, 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.

Award Disclosures:

Advisor Hub 100 Solo Advisors to Watch (2024) – The Advisor Hub 100 Solo Advisors to Watch ranking was issued by Advisor Hub in June 2024. Advisors considered for the ranking were required to have a minimum of seven years of experience, at least $150 million in assets under management, and a clean regulatory record. Winners were selected based upon the size and makeup of their practice, year-over-year growth, and professionalism. Participation in the ranking was open to any firm or advisor. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Forbes Best-In-State Wealth Advisors (2022, 2025–2026) – The Forbes Best-In-State Wealth Advisors ranking was issued by Forbes and SHOOK Research in April 2026. Advisors considered for the ranking were required to have a minimum of seven years of experience. Winners were selected based upon an algorithm of qualitative and quantitative criteria obtained through telephone, virtual, and in-person due diligence interviews. The methodology considered factors including revenue trends, assets under management, compliance records, industry experience, and best practices in serving clients. Portfolio performance was not a criterion due to varying client objectives and the lack of audited performance data. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Forbes Best-In-State Next-Gen Wealth Advisors (2019, 2024) – The Forbes Best-In-State Next-Gen Wealth Advisors ranking was issued by Forbes and SHOOK Research in August 2024. Advisors considered for the ranking were required to be born in 1985 or later and have a minimum of four years of experience as an advisor. Winners were selected based upon an algorithm of qualitative and quantitative criteria gathered primarily through telephone and in-person due diligence interviews. The methodology considered factors including revenue trends, assets under management, compliance records, industry experience, and adherence to best practices. Portfolio performance was not a criterion due to varying client objectives and the lack of audited performance data. The ranking was based on data compiled by SHOOK Research as of March 31, 2024. Sean Gallahan was ranked#19 in Virginia. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Forbes America’s Top Next Generation Wealth Advisors (2020) – The Forbes America’s Top Next Generation Wealth Advisors ranking was issued by Forbes and SHOOK Research in August 2020. Advisors considered for the ranking were required to be born in 1980 or later and possess a minimum of four years of relevant industry experience. Winners were selected based upon qualitative measures obtained through telephone and in-person interviews and surveys, including service models, investment process, client retention, industry experience, review of compliance records, and firm nominations, as well as quantitative criteria including assets under management and revenue generated for their firms. Investment performance was not a criterion because client objectives and risk tolerances vary and advisors generally do not have audited performance reports. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Investment News 40 Under 40 (2023) – The Investment News 40 Under 40 recognition was issued by Investment News in June 2023. More than 1,000 nominations were reviewed by the Investment News editorial team. Individuals considered for the award were required to be age 39 or younger and demonstrate success within the financial advice profession. Winners were selected based upon accomplishments, contribution to the industry, leadership, and future promise. Evaluation criteria included professional achievements, promotion of the financial advice profession, financial literacy advocacy, pro bono financial planning work, leadership within a company or industry, and commitment to the future of the profession. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Loudoun Times-Mirror 40 Under 40 (2015) – The Loudoun Times-Mirror 40 Under 40 recognition was issued by the Loudoun Times-Mirror in October 2015. Individuals considered for the award were reviewed by a selection committee comprised of former 40 Under 40 honorees. More than 100 nominations were received for consideration. Winners were selected based upon their achievements and contributions as rising business and community leaders in Loudoun County. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Northern Virginia Magazine Top Financial Professional (2023–2025) – The Northern Virginia Magazine Top Financial Professional recognition was issued by Northern Virginia Magazine in September 2025. Financial associations throughout Northern Virginia were invited to nominate financial advisors in various professional categories for consideration. Winners were selected based upon receiving the highest number of nominations from participating financial associations. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.