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Kyle Cassaday, CMFC®, is a Financial Planner and has been with the firm since 2013. Kyle assists Cassaday & Company, Inc.’s advisors with monitoring changes in client portfolios and market conditions, while also providing essential reports for the ongoing management of investments.
His other responsibilities include assisting with initial investments, preparation of new accounts, and rebalancing client accounts. He also assists with managing personal or business cash flow, employee benefits, tax planning, and estate planning. Additionally, Kyle works closely with his father, Stephan Cassaday, assisting with the onboarding of new clients, staying up-to-date with clients’ evolving needs and circumstances, and providing analyses on a wide range of financial planning activities.
Kyle is a non-voting member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment policy and security selection. He is responsible for the management and oversight of the firm’s U.S. mid-cap growth investment holdings.
Kyle holds the Series 7 and 66 securities registrations, as well as Life and Health Insurance licenses. He has also earned the Chartered Mutual Fund Counselor (CMFC®) designation through the College for Financial Planning. Additionally, he successfully completed Georgetown University’s Executive Certificate in Financial Planning program. He is not currently registered with Cassaday & Company, Inc.
Kyle is a graduate of Elon University, where he received a Bachelor of Science in business management. He currently resides in Arlington, 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.