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 $2.1 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’ and ‘Top 100 Financial Advisors’ in the U.S. During the presentation he will provide attendees the tools needed to be good stewards of their wealth.