Sean Kelleher

Sean Kelleher

A Sacramento native with a passion for helping people make confident and coordinated financial decisions, Sean Kelleher brings over seven years of experience in financial planning, wealth management, and employer-sponsored retirement plans to his role as Associate Wealth Advisor at Towerpoint Wealth.

Sean earned his MBA in Business Finance from California State University, Sacramento. He began his career at a local independent firm, where he specialized in helping businesses and individuals align their financial strategies with their longer-term goals. His approach is rooted in education and clarity — empowering clients to understand their options, simplify complexity, and make informed choices that reduce financial anxiety and improve their overall quality of life.

Drawn to Towerpoint Wealth for its forward-thinking, modern approach to financial planning, Sean values TPW’s culture of collaboration and its commitment to both client success and advisor growth. He defines success as helping clients meet — and exceed — their personal and financial goals, while creating systems and processes that lay the foundation for lasting confidence and peace of mind.

Sean’s professional specialties include:

• Fiduciary Services.
• Business and Employer Retirement Plans.
• Participant Education.
• Investment Committee Management.
• Investment Monitoring.
• Plan Benchmarking and Fee Analysis.

Beyond his work with clients, Sean is passionate about education and community involvement. He volunteers as an adult literacy tutor at the Sacramento Library, focusing on helping ESL adults strengthen their reading and communication skills.

Outside of work, you’ll find Sean working out, learning Spanish and piano, or cheering on the Sacramento Kings. He also enjoys CrossFit, hiking, and playing golf, finding that staying active helps him bring focus and energy to his professional life.

Schedule a complimentary 20-minute “Ask Anything” conversation with Sean today to explore how he can help you align your goals, simplify your strategy, and take confident steps toward your retirement planning path.