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.