The Cassaday & Company Team
The financial professionals at Cassaday & Company have broad financial planning knowledge and take a comprehensive approach to address your financial and retirement planning, and investment management needs. Our dedication to the profession and to our clients is evident in the respect we have garnered from our colleagues in the financial planning industry.

Senior Planning Staff:
Our financial advisors are the architects of your financial plan. They work with you to structure a financial strategy that addresses your current and future requirements. They hold various designations including the Certified Financial Planner (CFP®) certificant, Certified Funds Specialist (CFS), and Certified Mutual Fund Counselor (CMFC) designations, and must complete regular continuing education courses to maintain their licenses. This ongoing training equips them to provide you with a comprehensive and competitive financial plan.

Investment Management Team:
The Investment Management team works closely with your advisor to identify and screen investments for inclusion in your portfolio. They thoroughly examine the details of each investment, its managers and performance over time. By maintaining strong relationships with investment companies and utilizing sophisticated technology, they find and recommend what they believe to be the best suitable investments available for our clients. Under the direction of your advisor, they review and rebalance your portfolio, create reports to provide you with relevant information about your accounts and perform regular oversight for your portfolio. They hold various designations and registrations including, Certified Mutual Fund Counselor (CMFC), Certified Funds Specialist (CFS), Certified Annuity Specialist (CAS), Chartered Retirement Planning Counselor (CRPC), Certified Investment Management Analyst (CIMA) and Series 7, 66, 65 and 24, securities registrations.

Client Services Team:
The Client Services team is the “heart” of our organization. They work directly with you to answer your questions, troubleshoot potential problems and execute trades at the direction of your advisor. All transactional activity in your accounts flows through them. They combine extensive investment industry knowledge with an attitude to provide the highest levels of service for every client. They have obtained various licenses including the Series 7, 66, 65 and 24.