Your presenter, Stephan Cassaday, is a recognized financial industry thought-leader with 40 years of wealth management experience. Steve abandoned the traditional Wall Street model after 16 years and founded Cassaday & Company, Inc. in order to provide objective and impartial advice to investors seeking financial guidance from an independent firm. Since its establishment in 1993, assets under management have grown from $40 million to $2.4 billion.*
Barron’s list of America’s ‘Top 1,200 Advisors: State-by-State’ has ranked Steve as the #1 Advisor in Virginia in 2014, 2016 and 2017. Barron’s also cited him as one of the ‘Top 100 Independent Advisors’ (2007-2017) and ‘Top 100 Financial Advisors’ in the U.S. (2016 & 2017). During the presentation he will provide attendees the tools needed to be good stewards of their wealth.