Sean McCauley
Southlake, TX
Verified Identity
Financial Planner at
Cross Timbers Financial Group
Years of Experience
16 years
Number of Clients
110
Average Client Size
$750,000
Member Since
2026
Allow Me to Introduce Myself
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
Clientele
Inheritors
Retirees
Ultra High Net Worth Individuals
Tech Employees
Corporate Executives
Doctors
Divorcees
Teachers
Surviving Spouses
Partners at Law Firms
Healthcare Workers
Startup Employees
Parents of Special Needs Children
New Investors
Nurses
Single Mothers
Veterans & Active Duty Military
Services Provided
Investment Management
Financial Planning
Estate Planning Strategies
Advice-Only Financial Planning
Specialties and Expertise
Cash Flow Analysis
Debt Management
Retirement Income
Equity Compensation
Portfolio Construction
Tax Minimization Inv...
Wealth Accumulation ...
Credentials and Designations
Certified Financial Planner™
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Series 7 - General Securities Representative Exam
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Series 66 - Uniform Combined State Law Exam
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Pricing Models
AUMOne-Time Financial Plan
Education
University of Dallas
Master of Science in Accounting
Obtained in 2022
Advisor Links
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: August 27, 2026