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Chris Cassaday, CMFC®, is a paraplanner and has been with the firm since June 2014. Chris’ responsibilities include assisting clients with retirement planning, preparing meeting materials, and gathering information. He also assists with managing personal and business cash flow, employee benefits, tax planning, and estate planning. Additionally, Chris works closely with his father, Stephan Cassaday, assisting with the oversight of existing clients, staying up-to-date with clients’ evolving needs and circumstances, and providing analysis on a wide range of financial planning activities. Chris is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc.
Chris has earned the Chartered Mutual Fund Counselor (CMFC®) designation through the College for Financial Planning.
In his leisure time, Chris enjoys performing music and playing sports. Chris graduated from James Madison University, where he received a Bachelor of Arts degree in psychology. He currently resides in Arlington, Virginia.