Sean Curley, CFP® The Retirement Planning Specialists, LLC
Sean pledges to sign a fiduciary agreement with clients.
The Retirement Planning Specialists is a FEE ONLY, FULLY FIDUCIARY firm that helps clients plan for and enjoy a comfortable retirement. We do this in the context of an ongoing, long-term relationship by helping each client gain clarity and plan around their most important lifetime goals, the most important of those for many being a secure, comfortable and financially independent retirement. Our recommendations are based on a thorough understanding of each client’s circumstances and thoughtful analysis, coupled with recommendations and an investment approach based on academic literature from leading researchers in finance and retirement planning. Our goal is to help clients have a greater sense of confidence around their financial future and avoid the pitfalls so many people make before and during retirement.
The firm was founded and is managed by Sean Curley, a Certified Financial Planner in practice since 1994, and is a Securities and Exchange Commission-registered investment advisor based in Greenwood Village, CO. Sean started his career at American Express Financial Advisors in 1994 and has been a Certified Financial Planner (CFP) since 1997. That same year, he left American Express to become an independent advisor and in 2001 founded The Retirement Planning Specialists, LLC. Prior to his career as a financial advisor, Sean graduated from Penn State University, Phi Beta Kappa, with honors, having earned a B.S. in Computer Science, followed by a seven year stretch as a project manager and senior government analyst for American Management Systems in Arlington, VA and Lakewood, CO. Sean is also a member of the National Association of Personal Financial Advisors, the Financial Planning Association, and the Fee Only Network. He lives in Highlands Ranch, CO with Mary, his wife of 26 years, and their daughter, Erin.
- Hourly rate
- AUM Fee
- 24 years of financial experience
- 24 years of financial planning or investment management for individuals
- Firm has been in business for 17 years