Broker Check

Team

Buckley Financial Planning, LLC began when Fred Buckley, founder and CEO, set out to establish his own independent financial planning business in 1996.  He started the company in the Cincinnati area with the initial goal, which still stands today, to partner with executives and others at or near retirement by helping them establish and reach their financial goals.

As business continued to grow, Sean Buckley joined Fred in 2011.  This resulted in greater expansion of the company and they established a regional office in the Columbus area. Buckley Financial Planning, LLC continues to grow steadily today and is currently serving clients from 13 different states.



Above is a video from a short talk that Sean Buckley gave at our Securities America’s Annual Connect Conference. The video will give you a glimpse into the background of Buckley Financial Planning, LLC.

Fred began his career in the financial services industry in 1982 and has committed himself to a career of providing sound financial advice to clients. Fred earned an MBA in Finance and Accounting from Tulane University and has shown...

Read more

Sean earned a Bachelor of Science in 2006 from The Ohio State University. He went on to complete his Master of Education at Antioch McGregor University. Sean also completed the CFP program at the Fisher College of Business at The...

Read more

Tera received her Bachelor of Arts in 2010 from The Ohio State University. She began her position as the Service Specialist at Buckley Financial Planning, LLC in 2014 after 3 years of office administrative experience. Tera holds a...

Read more

Carly received her Bachelor of Science in 2011 from Ohio University. She has 6 years of office administrative experience prior to starting at Buckley Financial Planning, LLC.

Read more