Sean Raich, Financial Advisor located in Southlake, TX

Financial Advisor
Sean Raich

CFP®, ChFC®, CEPA®, CAP®, AAMS®
2102 E State Highway 114, Suite 215, Southlake, TX 76092opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Divorce Finances
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • CAP®

    Chartered Advisor in Philanthropy®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Volunteering
  • Movies & Entertainment
  • Technology

Team Members

  • Debbie Brunette
    Sr. Branch Office Administrator
    FPQP®
  • Carla Hamm
    Sr. Branch Office Administrator
  • Michele Mahan
    Sr. Branch Office Administrator
    FPQP®
  • Jamie Walker
    Sr. Branch Office Administrator
    FPQP®
  • Bailey Davidson
    Branch Office Administrator
  • Analisse Skiles
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(817) 898-8230

Fax

(844) 800-0955

Office Address

2102 E State Highway 114
Suite 215
Southlake, TX 76092opens in a new window

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