CFP

    Sean McCauley

    Financial Planner

    Cross Timbers
    Southlake, TexasNo minimum minimum

    About Sean

    I have lived in Fort Worth, Texas since 2010, the same year I began my career in financial planning. I have always wanted to be a financial advisor, if you asked me in high school "what I wanted to be when I grow up" I would have said financial advisor. We started Cross Timbers with the goal of help... [One thing I want my clients to know about me is:] The amount or size of your portfolio should not dictate the quality in service you receive.

    Areas of focus

    Investment ManagementFinancial PlanningCash Flow AnalysisDebt ManagementPortfolio Construction

    Credentials & background

    Designations

    CFP

    Licenses

    Series 7Series 66

    Education

    Master of Science in Accounting University of Dallas (2022)

    Clients served

    InheritorsRetireesUltra High Net Worth IndividualsTech EmployeesCorporate ExecutivesDoctorsDivorceesTeachersSurviving SpousesPartners at Law FirmsHealthcare WorkersStartup EmployeesParents of Special Needs ChildrenNew InvestorsNursesSingle MothersVeterans & Active Duty Military

    The firm

    Cross Timbers