Sean Gallagher (CFP®)

Sean Gallagher focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Sean Gallagher focuses on creating peace of mind for his clients through simplicity and clarity in financial planning. His comprehensive approach to planning deals with cash flow management and budgeting, investment management, retirement life planning, insurance planning, tax strategy, estate planning, and more. Sean prides himself on the level of detail in his planning and openness to tackle any financial issue, no matter how small.

Additional Information

Sean is a CERTIFIED FINANCIAL PLANNER™ professional at HIGHLAND Financial Advisors, LLC, based in Wayne, NJ. Sean graduated from Virginia Tech’s financial planning program in 2018 and successfully passed the CFP® national exam in 2019. While at Virginia Tech, Sean was a member of the Financial Planning Association and the vice president and recruitment chair in his fraternity.

Sean grew up in Middletown, NJ, and currently lives in Morristown, NJ. When he is not helping clients achieve their goals, Sean enjoys golfing, watching Hokies football, and everything NY sports.