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- Financial Planning & Advanced Strategies
Irene Butler is a Paraplanner in the Financial Planning Department at Cassaday & Company, Inc. and joined the firm in January 2020. She works closely with Stephan Cassaday and the Director of Financial Planning, developing high-level analyses in the areas of retirement, estate, and tax planning. Irene also provides customized reports that are necessary for clients’ individual financial planning needs.
Irene assists with the onboarding process of new clients, reviews investment allocations, and prepares essential reports for the ongoing management of client accounts. She also helps with the analysis of cash flow planning, employee benefits, and retirement services.
Irene is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and graduated from Furman University with a bachelor’s degree in Sociology. In her spare time, Irene enjoys traveling and spending time with friends, family, and her dog, Kona. She currently lives in Reston, Virginia.
*Awards and Recognition disclosures can be found at http://www.cassaday.com/disclosures
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements.